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Investment services in and around Medford

State Farm can help with your financial aspirations

Contact Agent Brad

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

Retirement and IRAs

One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

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 child, your spouse, or a friend.

Legacy planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Brad Linnell can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you stop working.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Brad Linnell can help you explore your choices.

You have financial aspirations. Let us help!

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Brad Linnell

Brad Linnell

Linnell Ins and Fin Svcs Inc

Location

1325 Center Dr Ste 102
Medford, OR 97501

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

Let's work toward your financial dreams

Contact Agent Brad

Insurance and Financial products offered

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Do I need a financial advisor?

What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.

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Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

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