Skip to content

Investment services in and around Gladstone

Gladstone, 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 option for you. State Farm agent Bryan Lopez is happy to help talk you through the details.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for a friend, your child, or your spouse.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Bryan Lopez can help you as you investigate the specifics.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Platte County
  • Clay County
  • Gladstone, MO
  • Kansas City, MO
  • parkville, MO
Profile photo of a State Farm Agent named: Bryan Lopez

Bryan Lopez

State Farm® Insurance Agent

Office Address:
7233 N Oak Trfy
Gladstone, MO 64118-1852
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.