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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Mark Nguyen is happy to help talk you through the specifics.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, your comfort with risk, time left before needing savings, and more. Agent Mark Nguyen in Portland, OR would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including Portland State Farm agent Mark Nguyen, can be a beneficial asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Mark Nguyen can help you as you research the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Mark Nguyen is happy to help.