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Investment services in and around Holts Summit

Investigate your financial goals and plans with State Farm

Contact Agent Lori

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education savings plans

There are considerations to think about before starting to save for education. These include time left before needing savings, time left to save, amount to save, and more. Agent Lori Branch in Holts Summit, MO would love to help you investigate the options that may be right for you.

Legacy planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

Let us help support your dreams and goals

State Farm agent Lori Branch offers Investments services in:

  • Holts Summit
  • Jefferson City
  • New Bloomfield
  • Linn
  • Russellville
  • St. Martins
  • Centertown
  • Lohman
  • Taos
  • Wardsville
  • Tebbetts
  • Mokane
  • Callaway County
  • Hartsburg
  • Ashland
  • Cole County
  • Osage County
  • Boone County
  • Bonnots Mill
  • Fulton
  • Lake MyKee
  • Guthrie
  • Millersburg
  • Kingdom City
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Lori Branch offers Investments services in:

  • Holts Summit
  • Jefferson City
  • New Bloomfield
  • Linn
  • Russellville
  • St. Martins
  • Centertown
  • Lohman
  • Taos
  • Wardsville
  • Tebbetts
  • Mokane
  • Callaway County
  • Hartsburg
  • Ashland
  • Cole County
  • Osage County
  • Boone County
  • Bonnots Mill
  • Fulton
  • Lake MyKee
  • Guthrie
  • Millersburg
  • Kingdom City
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Lori Branch

State Farm® Insurance Agent

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Location

170 West Simon Blvd
P.O. Box 97
Holts Summit, MO 65043-1050
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A great choice for help reaching financial goals in the Holts Summit area

Let's work toward your financial dreams

Contact Agent Lori

Insurance and Financial products offered

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