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Investment services in and around Lenexa

Lenexa, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement down the road.

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

You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Kelsey Ballard is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Kelsey Ballard can help you understand your choices.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Kansas City, MO
  • Olathe
  • Overland Park
  • Shawnee
  • Mission
  • Prairie Villiage
  • Waldo
  • Brookside
  • Leawood
  • De Soto
  • Kansas City, KS
  • Spring Hill
  • Basehor
  • Baldwin City
  • Lawrence
  • Stilwell
  • Gardner
Profile photo of a State Farm Agent named: Kelsey Ballard

Kelsey Ballard

State Farm® Insurance Agent

Office Address:
12014 W 87th St Pkwy
Lenexa, KS 66215-2808
Map & Directions

Lenexa neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.