Investment services in and around Albany
Explore Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Albany, OR State Farm agent Suzanne Bodlovic can help you explore.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Albany
- Salem
- Corvallis
- Portland
- Eugene
- California
- Washington
- Seattle
- Vancouver
- Bend
- Lincoln City
- Newport
- Burns
- Tangent
Suzanne Bodlovic
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
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Simple Insights®
Pros and cons of buying a fixer-upper
Pros and cons of buying a fixer-upper
Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.