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Investment services in and around Bellevue

Review 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

There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Now is the time to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, a friend, or yourself, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin developing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Katie Kelly

Katie Kelly

State Farm® Insurance Agent
Office Address:
12356 Northrup Way Suite 104a
Bellevue, WA 98005
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®