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Investment services in and around Mountlake Ter

Review 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

There will most likely come a time when your next career decision is to retire, but you can start making preparations for that day long before.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Depending on when you want your income payout to begin, your stage of life, 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 Josh Culotti can help you as you examine the specifics.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Mountlake Terrace
  • Lynnwood
  • Edmonds
  • Shoreline
  • Everett
  • Bothell
  • Lake Forest Park
  • Seattle
Profile photo of a State Farm Agent named: Josh Culotti

Josh Culotti

State Farm® Insurance Agent
Office Address:
5720 220th St sw
Suite B
Mountlake Ter, WA 98043-2500
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Discover how State Farm can help you reach your financial goals

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Simple Insights®

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Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.

House shopping: Rent vs. buy?

There are many factors to consider when deciding whether to rent vs. buy a home. Learn which option makes sense for you in this article.