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Investment services in and around Medford

Investigate 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

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 option for you. State Farm agent Russ Wimmer 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 help, there are different levels of support available to you. Contact agent Russ Wimmer in Medford to learn more about how they can assist you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income while retired? 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 stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Russ Wimmer

Russ Wimmer

State Farm® Insurance Agent
Office Address:
2936 E Barnett Rd
Suite 101
Medford, OR 97504
Map & Directions

A great choice for help reaching financial goals in the Medford area

Let's work toward your financial dreams

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