Investment services in and around Medford

Medford, 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 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 Medford, OR State Farm agent Brad Linnell can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Brad Linnell in Medford to learn more about how they can assist you.

Education Savings Plans

Your agent Brad Linnell can help walk you through the various options of saving for college.

Estate Planning

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

Annuities

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

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 employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Brad Linnell is happy to help you learn more about your options.