Investment services in and around Kansas City
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
Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Jordan Roundtree can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Basic expenses and bills don't conclude 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 option to create the stream of income you're looking for post-retirement.
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 there are annual operation costs or administration fees, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Jordan Roundtree is happy to help you examine your options.
Let Us Help Champion Your Dreams And Goals
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
Looking for help reaching financial goals in the Kansas City area?
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.