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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®

What is a will and why do you need one?

Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.

Simple Insights®

What is a will and why do you need one?

Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.