Investment services in and around Lake Oswego

Explore Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career advancement is to retire, but you can start preparing for that day long before.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

Education Savings Plans

There's no better time than the present to start saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, yourself, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.