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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

Aside from dreaming about places you want to see 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

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Jay Puppo in Wilsonville to learn more about how they can assist you.

Education Savings Plans

Your agent Jay Puppo can help walk you through the particulars of saving for college.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Looking for a way to receive payments or regular income amid 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

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

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Jay Puppo

Jay Puppo

State Farm® Insurance Agent

CPCU®
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®

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