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Investment services in and around Mill Creek

Investigate 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 retirement, but you can start taking the necessary steps for that day long before.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

As you sift through options and goals, including Mill Creek State Farm agent Monica Kaplan, can be a beneficial source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Lynnwood
  • Snohomish
  • Bothell
  • Everett
  • Silver Lake
  • Snohomish County
Profile photo of a State Farm Agent named: Monica Kaplan

Monica Kaplan

State Farm® Insurance Agent

Office Address:
15704 Mill Creek Blvd Suite 13
Mill Creek, WA 98012-1572
Map & Directions

Mill Creek neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Hidden costs of buying a home

Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.

Review your estate planning checklist

This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.