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Investment services in and around Kirkland

Navigate 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, 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 research the specifics.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

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
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