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Investment services in and around Lees Summit

State Farm Can Help With Your Financial Aspirations

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 prepping for that day long before.

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

There's no better time than the present to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, a friend, or your child, as they pursue higher education.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning 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

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

Business Retirement Plans

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

Let Us Help You Fulfill Your Dreams And Goals

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

Looking for help reaching financial goals in the Lees Summit area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

How does 401k matching work?

Find out how 401k savings plans and employer matching works.