Investment services in and around Merriam
Merriam, choose State Farm for help with your financial goals
Contact Agent JulieState 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 to retire, but you can start taking the necessary steps for that day long before.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education savings plans
Thinking about ways to start saving for college? It may be time to consider available products and services for your child, your spouse, or yourself.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It makes sense. 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
State Farm provides several retirement savings options tailored for business owners and their employees.
Let us help aid your dreams and goals
Location
6700 Antioch RdSuite 460
Merriam, KS 66204
A great choice for help reaching financial goals in the Merriam area
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JulieInsurance and Financial products offered
Simple Insights®
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Build an emergency fund
Having extra cash in an emergency fund comes in handy when life throws you something unexpected.
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.