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Investment services in and around Mountlake Ter

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

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for your spouse, yourself, or your child.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start constructing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.

You Have Financial Aspirations. Let Us Help!

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

CLU® ChFC®
Office Address:
5720 220th St sw
Suite B
Mountlake Ter, WA 98043-2500
Map & Directions

A great choice for help reaching financial goals in the Mountlake Ter area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.