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Investment services in and around Kirkland

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

Today is a good day to start getting ready for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

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

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, a friend, or your spouse.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income throughout 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

Quality employees can make a huge impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

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

A great choice for help reaching financial goals in the Kirkland area

Start working toward your financial goals

Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.