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
Aside from dreaming about places you want to see and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Katie Kelly 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
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Katie Kelly can help you as you consider the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Katie Kelly is happy to help you research your options.
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
Katie Kelly
State Farm® Insurance Agent
Kirkland neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
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Hidden costs of buying a home
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Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
Simple Insights®
Hidden costs of buying a home
Hidden costs of buying a home
Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.