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Investment services in and around Mill Creek

Mill Creek, 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

There will most likely come a time when your next career decision is retirement, but you can start getting ready for that day long before.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Monica Kaplan to go through more specifics! Monica Kaplan is happy to explore your comfort with risk, your timeline, flexibility, and more.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Monica Kaplan can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Monica Kaplan is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Lynnwood
  • Snohomish
  • Bothell
  • Everett
  • Silver Lake
  • Snohomish County
Profile photo of a State Farm Agent named: Monica Kaplan

Monica Kaplan

State Farm® Insurance Agent

Office Address:
15704 Mill Creek Blvd Suite 13
Mill Creek, WA 98012-1572
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Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.