Financial Services Associates

At Waldorf Financial Services Associates, we understand that every individual has unique financial goals and aspirations. That's why we're dedicated to providing personalized financial services to help you achieve your dreams. Our team of experienced professionals, led by John Harding, has been serving the Tri-County area of Charles, St. Mary's, and Calvert counties for years, including areas such as Waldorf, Lexington Park, and Huntingtown.

Our Mission

Our mission is to provide expert financial guidance to help our clients achieve financial freedom. We believe in building long-term relationships based on trust, honesty, and integrity. We take the time to understand your financial concerns and objectives, creating customized strategies that cater to your needs and goals. Whether you're planning for retirement, saving for education, or seeking insurance solutions, we're here to provide you with the knowledge and expertise you need to make informed decisions.

Our Services

We offer a wide range of financial services, including:

• Retirement Planning: We help you create a comprehensive retirement plan that ensures a comfortable and secure financial future.
• Personal Financial Planning: Our team helps you develop a personalized financial plan that aligns with your goals and objectives.
• Estate Planning Strategies: We provide expert guidance on estate planning, including wills, trusts, and probate.
• Annuity Strategies: Our team helps you understand the benefits and risks of annuities, ensuring you make an informed decision.
• Education Funding: We assist you in planning and saving for your children's education expenses.
• Insurance Analyses: Our professionals help you navigate the complex world of insurance, providing you with the best options for your needs.

Our Values

At Waldorf Financial Services Associates, we believe that values matter. We live by our core values of trust, honesty, and integrity, ensuring that our clients receive the highest level of service and guidance. We're committed to providing objective and unbiased advice, always putting your interests first.

Our History

With years of experience, our team has guided numerous clients through life's transitions, from retirement to estate planning. Our expertise and knowledge have been refined over the years, allowing us to provide comprehensive financial solutions that cater to your unique needs.