Investment services in and around Everett

Investigate 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Everett, WA State Farm agent Tony Edwards can help you consider.

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to think about available products and services for yourself, your child, or a friend.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

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