Legal and Financial Services

 

Directory Listings:

Abich Financial Services / Love of Gray

We believe in helping seniors and retirees enjoy the "Gray Part of Life" as much as they can! That’s why Abich Financial and the Love of Gray blog are partnering together. Abich Financial provides retirement services and strategies for the 55+ community, and the Love of Gray blog celebrates seniors and the issues that affect them in retirement. Join the movement to see and share the value of seniors by taking the Gray Pledge with us at www.loveofgray.com! And for retirement advice, tune in to "Retirement Key Radio" on 105.9 Saturdays @2pm.

Address: 44927 George Washington Blvd. Ashburn, VA

Phone: 571-577-9968

Contact: Shelly Abich

Email: shelly@abichfinancial.com

Website

 
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American Advisors Group

American Advisors Group (AAG) is the leading reverse mortgage lender in the nation. We work with U.S. homeowners age 62 and older to obtain reverse mortgage loans that convert a portion of their home equity to help fund their retirement needs—helping them age in place with stability and confidence. AAG is committed to helping seniors live a more financially-secure retirement, treating borrowers with the dignity and respect they deserve.

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

Phone: 301-928-3772 

Contact: Joe Howard NMLS # 506504

Email: jhoward@aag.com

Website

 
 

Law Office of Betsy Sue Scott

Ms.Scott is an experienced attorney serving clients in the areas of Wills, Trusts, Powers of Attorney, Advance Medical Directives, Probate, Estate Administration, Guardianships, Conservatorships, and Commissioner of Accounts matters. An Elder Lawyer member of NAELA, she works in fiduciary contests and is accredited to handle Veterans Benefits. In addition to Virginia, Ms. Scott is licensed to practice in the District of Columbia, Pennsylvania and New York

Address: Suite 2000 11710 Plaza America Drive Reston, VA 20190 USA

Phone: 703-871-5070

Contact: Betsy Sue Scott

Email: info@bsscottlaw.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

 
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The Eveland Group at Merrill Lynch

The Eveland Group at Merrill Lynch is a team of leading wealth management and financial advisors based in Loudoun County, Virginia. We focus on understanding the financial goals and challenges of individuals, families and businesses who seek a customized, balanced approach to wealth management. We focus on building long-term relationships with clients, providing personalized attention and financial guidance based on their unique and evolving goals and priorities.

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 

 

Law Office of Elizabeth Pendzich, P.C.

Contact Name: Elizabeth Pendzich

Address: 17A Royal Street, SE Leesburg, VA 20175 United States

Phone: 703-669-1900

Email: liz@pendzichlaw.com

Website

 

New York Life

New York Life is the Long Term Care Insurance Provider for AARP. I work with individuals and business owners to protect, accumulate and distribute their income. I also work with employers in providing voluntary benefits to their employees.  Many of these benefits surround the need for Long Term Care planning.  As I see many times over, the process and the monetary requirements of planning for extended care is very overwhelming for most.  My process helps individuals and businesses walk through the challenges of aging.

Address: 11190 Sunrise Valley Drive, Suite 301, Reston, Virginia 20191, United States
Phone: 703-403-3187
Contact Name: Colleen Stutz
Email: cscioppi@ft.newyorklife.com
Website

 
 
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Senior Lifestyle Mortgage

We Provide Home Equity Loans For Senior Homeowners to help families fund retirement income shortfalls, pay for elder health care, manage emergencies, and gain peace of mind.

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

Website