Investment services in and around Medford

Review 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 Medford, OR State Farm agent Russ Wimmer can help you consider.

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Russ Wimmer to go through more specifics! Russ Wimmer is happy to review your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Russ Wimmer is happy to help you research your options.