Investment services in and around Portland
Portland, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Teague Bechtel to go through more specifics! Teague Bechtel is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Teague Bechtel is happy to help you investigate your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- John's Landing, OR
- Lake Oswego
- Sellwood
- Burlingame
- Hillsboro
- Beaverton
- Happy Valley
- Vancouver, WA
- Clackamas County
- Washington County
- Multnomah County
- Milwaukie
- Woodstock
- Gresham
- Northwest
- Banks
- Laurelhurst
- Sunnyside
- Bridlemile
- Eastmoreland
- Salem
- West Linn
- Eugene
- Oregon City
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.