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Investment services in and around Kirkland

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

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

Investment Services

Are you looking to invest for retirement, establish an emergency fund, or save for a new house? State Farm agents are happy to help you know where to start.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

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

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Kirkland
  • Kingsgate
  • Redmond
  • Bellevue
  • Woodinville
  • Bothell
  • Kenmore
  • Lake Forest Park
  • Mercer Island
  • Seattle
  • Shoreline
  • Sammamish
  • Montlake Terrace
  • Newcastle
  • North Creek
  • Esperance
Profile photo of a State Farm Agent named: Katie Kelly

Katie Kelly

State Farm® Insurance Agent

ChFC®
Office Address:
951 6th Street South
Kirkland, WA 98033-6712
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Preparing for college in high school

Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.