Investment services in and around Portland

Investigate 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

Today is a good day to start prepping for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or save for a new house? State Farm agents are prepared to help you know where to start.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Mark Nguyen to go through more specifics! Mark Nguyen is happy to explore your timeline, flexibility, your comfort with risk, and more.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

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 Mark Nguyen is happy to help you investigate your options.

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.