Financial and Insurance Services

 

Financial

 
MerrillLogo.jpg

The Eveland Group at Merrill Lynch

The Eveland Group strives to honor Charles Merrill's commitment to putting clients' interests first. With the resources of Merrill Lynch, we'll place you at the center of the wealth management process. With nearly 100 years collective experience in the financial industry, our team has the kind of perspective and knowledge we believe few can match. We understand industry trends and risks. But the most important thing is understanding you. We start with a conversation, building a foundation based on you.. Our advice

and strategies are guided by what's meaningful to you and helping turn your goals into reality.

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

Website

 

Lifecare Affordability Plan

The Lifecare Affordability Plan (LCAP) is a single-fee, healthcare-driven financial plan. The LCAP helps seniors and their families plan better to pay for care solutions now and in future years as needs most likely increase. The LCAP combines a holistic senior housing and healthcare perspective with the experience of a wealth management firm. Through our three-step process, we work with clients to anticipate, prepare and coordinate resources to meet their individual aging care needs. Our goal is to empower loved ones, bring peace of mind, and support families through the complex issues of aging.

Address: 1650 Tysons Blvd, Suite 1575, Tysons Corner, Virginia 22102
Phone: (703) 940-3485
Email: info@affordlifecare.com

Website 

 

MassMutual - Capitol District

We design strategies to businesses that serve the LSIN community, individuals and families for: family and 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
Email: sgumm@financialguide.com

Website