Investment services in and around Kansas City

Gladstone, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Mary Ann Surber in Gladstone, MO is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Mary Ann Surber in Gladstone to learn more about how they can assist you.

Education Savings Plans

Your agent Mary Ann Surber can help walk you through the various options of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start mapping out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. 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 employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Mary Ann Surber is happy to help you examine your options.