Investment services in and around Mercer Island

Mercer Island, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Tim Cashman in Mercer Island, WA is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, amount to save, your comfort with risk, and more. Agent Tim Cashman in Mercer Island, WA would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

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