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Investment services in and around Portland

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Portland, OR State Farm agent Heather Jones can help you understand.

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Heather Jones

Heather Jones

State Farm® Insurance Agent

Office Address:
9320 SW Barbur Blvd Suite 146
Portland, OR 97219-5404
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Simple Insights®

Preparing for college in high school

Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.

How do annuities work?

Learn how an annuity works and if it could be a valuable addition to your retirement plan.