Investment services in and around Everett
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
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 Tony Edwards in Everett, WA is here to help!
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Tony Edwards is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Everett
- Lynnwood
- Mill Creek
- Bothell
- Marysville
- Silver Lake
- Snohomish
- Lake Stevens
- Shoreline
- Edmonds
- Silver Firs
- Granite Falls
- Clearview
- Chelan
- Monroe
- Sultan
- Startup
- Kirkland
- Mukilteo
- Arlington
- Skykomish
- Gold Bar
- Seattle
Looking for help reaching financial goals in the Everett area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.