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Investment services in and around Wilsonville

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start prepping for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

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

Education Savings Plans

Now is the time to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

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 are finished working.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Jay Puppo

Jay Puppo

State Farm® Insurance Agent
Office Address:
9375 SW Wilsonville Road
Wilsonville, OR 97070-8539
Map & Directions

Wilsonville neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Invest after retirement

When investing after retirement, it is wise to review and adjust your investments to help meet your goals.

Common estate-planning mistakes

Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.

Simple Insights®

Invest after retirement

When investing after retirement, it is wise to review and adjust your investments to help meet your goals.

Common estate-planning mistakes

Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.