Financial and Insurance Services

 

Directory Listings:

Blue Ridge Bank NA

Blue Ridge Bank N.A. is extremely proud of its more than one hundred twenty-five years of customer-based service with the attention and service that only a locally owned independent community bank can provide.

Blue Ridge Bank N.A. is also fully committed to helping seniors live a more financially secure retirement while treating borrowers with the dignity and respect they deserve.

For over 15 years I have worked with homeowners age 62 and older to obtain Home Equity Conversion Mortgages (aka reverse mortgages)that convert a portion of their home equity to help fund their retirement needs—helping them age in place with stability and confidence.

Address: 19458 Sassafras Ridge Terrace Leesburg, VA 20176 United States

Phone: 301-928-3772 

Contact: Joe Howard NMLS # 506504

Email: jhoward@mortgages.mybrb.com

Website

 
 
 
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The Eveland Group at Merrill Lynch

The Eveland Group specializes in understanding and meeting the needs of individuals and families. We have substantial experience and expertise in the complex financial challenges our clients face. Helping clients reach their goals is our core focus and top priority. The Eveland Group delivers the personal touch and intimate feel of a boutique firm while bringing to bear the vast resources of Merrill Lynch and our team.

Address: 3 S. King Street, Leesburg, Virginia 20175
Phone: 703-779-5377
Email: jbennett7@ml.com
Website

 
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Fairway Independent Mortgage Corp

Providing expert knowledge and set up of the Reverse Mortgage product, a.k.a. Home Equity Conversion Mortgages. In-home consultations. Refinances and home purchases.

Address: 149 Creekside Ln Winchester, VA 22602 USA

Phone: 540-686-1170

Email: lisa.carper@fairwaymc.com

Contact: Lisa Carper

Website

 
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HealthMarkets

As a Medicare Specialist, I am dedicated to helping people navigate the complexities of Medicare Advantage, Prescription Drug and Supplemental Insurance plans. Because I represent all Carriers in the State, I am able to help people enroll in the best plan based on their needs. I provide a complimentary Needs Analysis to determine if their Doctors are in Network and their prescriptions are covered.

Address: 10611 Balls Ford Road Suite #280 Manassas, Virginia 20109 Prince William

Phone: 703-606-3013

Contact: Cory Weaver

Email: cweaver@healthmarkets.com

Website 

 

MassMutual - Capitol District

We design strategies to businesses that serve the LSIN community, individuals, and families for: Family & Life Changes, Preparing for the Future, Unexpected Hardships, Long Term Care, Annuities, Wealth Accumulation, Life Insurance, Trust Services, Investments, Disability, Employee Benefits, Succession Planning, Retirement Planning, and Financial Management. Possible discounts for business providers of LSIN available.

Address: 1593 Spring Hill Road Suite 500 East Vienna, VA 22182 
Phone: 703-394-2401

Contact: Stephanie Gumm
Email: sgumm@financialguide.com

Website

 

The Medicare Portal

Our agency specializes in assisting seniors in making educated and sound decisions regarding their Medicare benefits. Our services include educating our clients on all aspects of Medicare, including Parts A and B, along with understanding Medicare Supplement, Medicare Advantage and Part D RX plans. As licensed independent insurance agents, we assist those aging into Medicare, as well as existing beneficiaries, in identifying the coverage option that best fits their needs.

Address: 10809 Second St Fairfax, VA 22030 US

Phone: 703-359-7844

Email: info@medicareportal.org

Website

 
 

Murphy’s Geriatric Consultants, LLC

Assisting seniors and their families with maneuvering the health care system. Providing them with a plan and resources to enable them to make the best choice for later life challenges.

Address: 19893 Smith Circle Ashburn, VA 20147 USA

Phone: 703-999-4174

Contact: Kristen Murphy

Email: Kristennoelmurphy20@gmail.com

Website

 

Senior Lifestyle Mortgage

Get the money you need from the ground beneath your feet. Bill is your local Reverse Mortgage Expert who can assist you and your loved ones to age in place with financial peace of mind. Join the thousands of senior homeowners who have taken the step to fund the costs of elder health care through the use of this powerful home equity loan. Serving families throughout Virginia and Maryland.

Address: 38782 Mt Gilead Rd, Leesburg, VA 20175, United States
Phone: 703-777-6840
Contact: Bill Hornbeck
Email: bill@seniorlifestylemortgage.com

Website