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Investment services in and around Waldorf

Waldorf, 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

Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.

Investment Services

Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are prepared to help you know where to start.

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

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

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Roxanne Jones is happy to help you explore your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Roxanne Jones is happy to help you examine your options.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Waldorf
  • Charles County
  • Washington, DC
  • Alexandria
  • Arlington
  • Prince George's
Profile photo of a State Farm Agent named: Roxanne Jones

Roxanne Jones

State Farm® Insurance Agent
Office Address:
3825 Leonardtown Road Suite 3
Waldorf, MD 20601-3694
Map & Directions

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

Take steps toward meeting your monetary objectives, intentionally

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.

What to consider before refinancing your home

Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.

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.

What to consider before refinancing your home

Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.