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Investment services in and around Holts Summit

Review 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

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

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to think about available products and services for yourself, a friend, or your spouse.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Holts Summit
  • Jefferson City
  • New Bloomfield
  • Linn
  • Russellville
  • St. Martins
  • Centertown
  • Lohman
  • Taos
  • Wardsville
  • Tebbetts
  • Mokane
  • Callaway County
  • Hartsburg
  • Ashland
  • Cole County
  • Osage County
  • Boone County
  • Bonnots Mill
  • Fulton
  • Lake MyKee
  • Guthrie
  • Millersburg
  • Kingdom City
Profile photo of a State Farm Agent named: Lori Branch

Lori Branch

State Farm® Insurance Agent
Office Address:
170 West Simon Blvd
P.O. Box 97
Holts Summit, MO 65043-1050
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®