Investment services in and around Clackamas

Clackamas, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Lidia Mazun in Clackamas, OR is here to help!

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing cash for expenses, and more.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable 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

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Lidia Mazun can help you explore your choices.