Investment services in and around Kenmore
Kenmore, Choose State Farm For Help With Your Financial Goals
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 consider which may be right for you, State Farm agent Chris Jones in Kenmore, WA is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Chris Jones to go through more specifics! Chris Jones is happy to explore flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
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 understand. State Farm's annuity products may be the right way to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Bothell
- Kenmore
- Mill Creek
- Kirkland
- Lynnwood
- Snohomish County
- King County
- Woodinville
- Everett
- Lake City
- Northshore
- Juanita
- 98011
- 98012
- 98034
- 98033
- 98021
- Seattle
- Harbor Point
- 98028
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Simple Insights®
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