Investment services in and around Bellevue

Navigate 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 Bellevue, WA State Farm agent Jessica Scharf can help you investigate.

Investment Services

If retirement, a new home, or other big life events are on the horizon, there are agents near you that are prepped 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 a friend, yourself, or your spouse.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you reach these goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance reviewing specific options, registered agent Jessica Scharf is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Jessica Scharf is happy to help.