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Investment services in and around Mill Creek

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

Now is the time to start preparing for retirement.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are prepared to help you know where to start.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or your child.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Monica Kaplan can help you as you investigate the specifics.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

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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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.