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Investment services in and around Albany

Review your financial goals and plans with State Farm

Contact Agent Jessie

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Jessie Carlson in Albany, OR is here to help!

Investment Services

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

Education savings plans

When saving for college, even modest contributions can help over time.

Legacy planning

As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you work toward these goals.

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 remain after you retire.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let us help you with your monetary objectives

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: Jessie Carlson

Jessie Carlson

Jessie Carlson Ins Agcy Inc

ChFC®

Location

2350 14th Ave SE
Albany, OR 97322

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

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Jessie

Insurance and Financial products offered

Simple Insights®

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Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

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Use this calculator to determine how much should be saved for future college costs.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

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