Investment services in and around Lynnwood

Lynnwood, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, your comfort with risk, and more. Agent Omar Kordahi in Lynnwood, WA would love to help you investigate the options that may be right for you.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin organizing 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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance reviewing specific options, registered agent Omar Kordahi 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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Omar Kordahi is happy to help.