Investment services in and around Jefferson City
Jefferson City, 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Kurtis Ashley is happy to help explain the details to you.
Investment Services
Are you looking to save for a new house, establish an emergency fund, or invest for retirement? State Farm agents are happy to help you know where to begin.
Education Savings Plans
Your agent Kurtis Ashley can help walk you through the particulars of saving for college.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Kurtis Ashley is happy to help you examine your options.
Business Retirement Plans
There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Jefferson City, MO
- Holts Summit, MO
- Russellville, MO
- Cole County, MO
- Callaway County, MO
- California, MO
- Tipton, MO
- Centertown, MO
- Wardsville, MO
- Taos, MO
- Linn, MO
- Osage County, MO
- Hartsburg, MO
- Jamestown, MO
- Moniteau County, MO
- Benton County, MO
- Prairie Home, MO
- Columbia, MO
- Ashland, MO
- New Bloomfield, MO
- Boone County, MO
- Eugene, MO
- Miller County, MO
- Eldon, MO
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.