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Investment services in and around Burlington

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

Now is the 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

Now is the time to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, a friend, or yourself, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

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

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let Us Help You Fulfill Your Dreams And Goals

We also offer Investments services in:
  • Burlington
  • Skagit County
  • Mount Vernon
  • Anacortes
  • Conway
  • Sedro Woolley
  • Bow
  • Edison
  • La Conner
  • Sudden Valley
  • San Juan Islands
  • Friday Harbor
  • Orcas Island
  • Guemes Island
  • Clear Lake
  • Lopez Island
  • Big Lake
  • Winthrop
Profile photo of a State Farm Agent named: Lisa Atkinson

Lisa Atkinson

State Farm® Insurance Agent
Office Address:
302 Gilkey Rd
Burlington, WA 98233
Map & Directions

A great choice for help reaching financial goals in the Burlington area

Let's work toward your financial dreams

Simple Insights®

Simple Insights®