Skip to content

Investment services in and around Charles Town

State Farm can help with your financial aspirations

Contact Agent Joe

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

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

Education savings plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Legacy planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Joe Russo can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 be right for you. Your local registered agent Joe Russo can help you as you review the specifics.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Joe Russo can help you understand your choices.

Let us help support your dreams and goals

State Farm agent Joe Russo offers Investments services in:

  • Harpers Ferry
  • Kearneysville
  • Martinsburg
  • Inwood
  • Ranson
  • Bunker Hill
  • Gerrardstown
  • Spring Mills
  • Hedgesville
  • Middleway
  • Shenandoah Junction
  • Charles Town
  • Shepherdstown
  • Summit Point
  • Bakerton
  • Halltown
  • Rippon
  • Falling Waters
  • Bolivar
  • Shannondale
  • Berkeley Springs
  • Glengary
  • Kabletown
  • Bardane
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 Joe Russo offers Investments services in:

  • Harpers Ferry
  • Kearneysville
  • Martinsburg
  • Inwood
  • Ranson
  • Bunker Hill
  • Gerrardstown
  • Spring Mills
  • Hedgesville
  • Middleway
  • Shenandoah Junction
  • Charles Town
  • Shepherdstown
  • Summit Point
  • Bakerton
  • Halltown
  • Rippon
  • Falling Waters
  • Bolivar
  • Shannondale
  • Berkeley Springs
  • Glengary
  • Kabletown
  • Bardane
Profile photo of a State Farm Agent named: Joe Russo

Joe Russo

State Farm® Insurance Agent

Location

111 W Liberty Street
Charles Town, WV 25414-1517

Looking for help reaching financial goals in the Charles Town area?

Let's work toward your financial dreams

Contact Agent Joe

Insurance and Financial products offered

Simple Insights®

Fixed-rate mortgage vs. adjustable-rate mortgage

Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.

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.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.

View more articles

Call us 24/7 at (304) 728-7416

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following: