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 Jared Dean is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Jared Dean in Portland to learn more about how they can assist you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to think about available products and services for your child, a friend, or your spouse.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin creating steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Jared Dean is happy to help you consider your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Jared Dean is happy to help you learn more about your options.