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Investment services in and around Portland

Portland, 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 where to travel and the hobbies you'll finally have time for 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

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Gustavo Soares to go through more specifics! Gustavo Soares is happy to review flexibility, your comfort with risk, your timeline, and more.

Estate Planning

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

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Gustavo Soares can help you as you consider the specifics.

Business Retirement Plans

State Farm has multiple retirement savings plans for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Gustavo Soares

Gustavo Soares

State Farm® Insurance Agent
Office Address:
4515 NE Fremont St
Portland, OR 97213
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Looking for help reaching financial goals in the Portland area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.