Investment services in and around Kansas City
Kansas City, 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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jordan Roundtree to go through more specifics! Jordan Roundtree is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance researching specific options, registered agent Jordan Roundtree is happy to help.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Jordan Roundtree is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Jackson County
- Johnson County
- Wyandotte County
- Waldo
- Brookside
- Independence
- Plaza/Westport
- Blue Springs
- Lee's Summit
- Downtown Kansas City
- Prairie Village
- Westwood
- Raytown
- Leawood
- Gladstone
- North Kansas City
- South Kansas City
- Grandview
- Mission
- Olathe
- Overland Park
- St. Joe
- Blue Valley
- Riverside
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.