Investment services in and around Portland
Navigate 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
One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Scott Brennan in Portland to learn more about how they can assist you.
Education Savings Plans
Your agent Scott Brennan can help walk you through the particulars of saving for college.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Scott Brennan can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help Support Your Dreams And Goals
We also offer Investments services in:- Beaverton
- Seattle
- Vancouver, WA
- Bend
- Eugene
- Tacoma
- Portland
- Tigard
- Hillsboro, OR
Looking for help reaching financial goals in the Portland area?
Let's work toward your financial dreams
Simple Insights®
How to get out of debt
How to get out of debt
Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.