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Investment services in and around Portland

Portland, 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

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your child, yourself, or your spouse.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start mapping out 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

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Sinton Texas
  • Aransas County
  • Ingleside Texas
  • Aransas Pass Texas
  • San Patricio County
Profile photo of a State Farm Agent named: Patric Luera

Patric Luera

State Farm® Insurance Agent

Office Address:
902 U.S. 181 Frontage Suite A
Portland, TX 78374
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.