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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

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 decide which may be right for you, State Farm agent Katie Kelly in Kirkland, WA is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Katie Kelly can help you as you examine the specifics.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

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

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

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