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

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 Rory Wold in Medford, OR is here to help!

Investment Services

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

Education Savings Plans

Your agent Rory Wold can help walk you through the details of saving for college.

Estate Planning

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

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.