Investment services in and around Kenmore
Explore 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
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
Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for yourself, a friend, or your child.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Chris Jones can help you as you examine the specifics.
Business Retirement Plans
Quality employees can make a large impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
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
Chris Jones
State Farm® Insurance AgentLet State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Four kinds of savings and other important savings account information
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.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Four kinds of savings and other important savings account information
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.