Skip to content

Investment services in and around Lees Summit

Lees Summit, 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

There will most likely come a time when your next career advancement is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

Are you looking to set up an IRA, plan for college expenses, or save for a new house? State Farm agents are available to help you know where to begin.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to think about.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Greenwood
  • Winnebago
  • Lotawana Lake
  • Blue Springs
  • Pleasant Hill
  • Independence
  • Raytown
  • Kansas City
  • Loch Lloyd
  • Unity Village
  • Jackson County
  • Cass County
  • Johnson County
  • Belton
  • Sugar Creek
  • Lone Jack
  • Grandview
  • Cockrell
Profile photo of a State Farm Agent named: Bruce Holiman

Bruce Holiman

State Farm® Insurance Agent
Office Address:
319 SE Douglas St
Unit 317
Lees Summit, MO 64063
Map & Directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Simple Insights®

Simple Insights®