Skip to content

Investment services in and around Independence

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 decision is retirement, but you can start getting ready for that day long before.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Basic expenses and bills don't quit 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 choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

There is much to contemplate 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 appealing to and retaining employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Independence
  • Blue Springs
  • Sugar Creek
  • Lees Summit
  • Buckner
  • Kansas City
  • Jackson County
Profile photo of a State Farm Agent named: Chad Mitchell

Chad Mitchell

State Farm® Insurance Agent

ChFC® RICP® CLU®
Office Address:
14901 E 42nd St S
Independence, MO 64055
Map & Directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Simple Insights®

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.