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Investment services in and around Shoreline

Explore 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

Aside from dreaming about places you want to see and the hobbies you'll finally have time for in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Wendi Valles can help walk you through the details of saving for college.

Estate Planning

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

Annuities

Basic expenses and bills don't stop 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 choice to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Wendi Valles

Wendi Valles

State Farm® Insurance Agent
Office Address:
1501 N 200th Street Suite 201
Shoreline, WA 98133-3301
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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Financial wellness tips to help improve your financial future

Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.

Simple Insights®

The psychology of spending money and why you may be spending so much

By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.

Financial wellness tips to help improve your financial future

Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.