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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

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 guidance, 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

There are considerations to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Russ Wimmer in Medford, OR would love to help you explore the options that may be right for you.

Estate Planning

As you sift through options and goals, including Medford State Farm agent Russ Wimmer, can be a beneficial resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Russ Wimmer is happy to help you examine 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 employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Russ Wimmer is happy to help you examine your options.