Investment services in and around Albany
Albany, 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Suzanne Bodlovic is happy to help explore the options with you.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for your spouse, your child, or yourself.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Suzanne Bodlovic is happy to help you research your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Suzanne Bodlovic is happy to help you research your options.
Let Us Help Support Your Dreams And Goals
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
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.