We serve counties in Virginia, the District of Columbia, and Maryland. Our regional headquarters is located in Glen Allen, VA. We have district sales offices in Roanoke, VA; Bethesda, MD; Harrisonburg, VA; Charlottesville, VA; and Manassas, VA. It is our mission to be the company of choice in the communities we serve. We are in the business of providing quality life, long-term care, disability income, critical illness, Medicare supplement, as well as investment products to individuals and small business owners. Our mission is pursued through the combined efforts of our division office staff and advisors. We strive to deliver products and services of superior value exceeding our customers expectations. We represent Mutual of Omaha with the highest ethics and standards of professional behavior. Disclosure: 1. http://www.mutualofomaha.com/disclosure/ 2. Our agency has agents/producers licensed to offer products in VA, WV, KY, DC, MD, OH. Licenses will vary by agent/producer. Some agents/producers may be licensed in more than one state. Please contact this office for more information. 3. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 4. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 5. Registered Representatives offer securities and Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Member FINRA (www.finra.org)/SIPC(www.sipc.org). 6. Mutual of Omaha Advisors is a marketing name for Mutual of Omaha Investor Services, Inc.
Mutual of Omaha’s Mid-Atlantic Division Office is proud to announce that we were named the top agency with Mutual of Omaha at President’s Circle this year. Scott Phillips, our Managing Director, accepted the award* at the conference.
*Awarded based on sales production and Financial advisor growth.
Cheers to the New Years! What are your goals for 2019?
It's the shortest day of the year. The first day of winter is here! #WinterSolstice
May you and yours have a Happy Holidays!
Support your local businesses today! #ShopSmall
Have a Happy Thanksgiving! What are you thankful for? #Thanksgiving2018
Thank you to all who have served in the United States Armed Forces. #VeteransDay
Don't forget to set your clocks 1 hour behind tomorrow! #WinterisComing
Have a happy and safe Halloween! #Halloween2018
“Cats have it all - admiration, an endless sleep, and company only when they want it.”- Rod McKuen #NationalCatDay
Treat your boss, or if you are your own boss- treat yourself! It's Boss's Day!
Who is ready for apple picking and bonfires? #Autumn
"If you're lucky enough to still have grandparents, visit them, cherish them and celebrate them while you can."-Regina Brett
What are your plans for Labor Day weekend? #LaborDay
“The world would be a nicer place if everyone had the ability to love as unconditionally as a dog.” -M.K. Clinton #NationalDogDay
It's #SeniorCitizensDay, reach out to your senior loved ones! Grab lunch, research their family history, or watch a movie with them!
Lefties, this day is dedicated to you! Happy Left Handers Day! #LeftHanded
"America was built on courage, on imagination, and an unbeatable determination to do the job at hand." –Harry S. Truman #4thofJuly
Summer is finally here! How are you going to take advantage of the warm weather? #Summer2018
Dads, this is your day! Have a great #FathersDay!
We remember and honor our fallen heroes today. #MemorialDay
Have a wonderful Mother's Day to all moms ! #MothersDay
Here's a Yoda quote for Star Wars Day: "Do or do not. There is no try." #MaytheForceBeWithYou
Reminder - Monday a good day to have a good day!
Here are four numbers to pay attention to now that might really matter later. Let's review your finances together.
forefieldkt.com When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter...
Mutual of Omaha Advisors - Mid-Atlantic's cover photo
Please join me in congratulating Paul Phan on his recent promotion to an internal wholesaler role in Omaha. We are all very happy and excited for Paul as he begins down this new path and we know he will continue to have a great career path ahead of him in the building. Paul will be able to make a large impact nationwide with his unique skills and talent, while still being able to provide support to us within the Agency. We feel very privileged to have had the opportunity to work with him closely these past two years and have appreciated his friendship and passion for our business. We wish him and Alexis all the best in their new journey. Please join me in congratulating Paul on his new role in the Home Office.
Happy New Year! I hope the new year brings you joy and happiness. #NewYearsDay #2017
Set a retirement budget by mapping out living expenses and how much you can invest to help grow your savings.
Have an old employer retirement plan? One option you may have is to roll the assets into your current 401k. Call me to learn about all of your options or if you have any questions.
Today is the shortest day of the year... How are you making the most of it? #WinterSolstice
Congratulations to Mutual of Omaha Richmond rep Tracy Rutledge on achieving the Bronze Starter Award for submitting over 30 applications in 3 months! Tracy has a passion for protecting her clients and making a positive difference in people's lives!
Joe Crandall, Blake Moore, and Don Lilly III at our Roanoke office's Christmas Luncheon. Thanks for all you do for Mutual of Omaha!
Ramp up your retirement savings. Add a portion of salary increases or bonuses to boost your balance.
Wishing you and yours the most wonderful holiday season!
Congratulations to Mutual of Omaha Richmond office representatives Dave Cowan (r) and Zack Hurst (l) on a great sales week!
Did you know the average American spends 20 years in retirement? Create a retirement vision & start early to help maximize your savings.
Retirement can be one of the biggest expenses of your life. Develop a plan and evaluate your goals at least once a year. Message me if you have any questions!
Today is Small Business Saturday. Support our local community today and #ShopSmall
May your homes be full of family and your hearts full of thanks. Happy Thanksgiving!
Thank you to all of our Veterans, past and present. Happy Veterans Day
Reminder - Daylight Saving Time ends today. Don't forget to turn your clocks BACK 1 hour. #FallBack
Here's some #HalloweenHumor - Q: How do you mend a broken jack-o-lantern? A: With a pumpkin patch! Happy Halloween!
Don't forget, Monday is Boss's Day! How does your office celebrate?
A big thanks goes out to all of our reps and staff members celebrating their work anniversaries with our company in October. The company can't thank you enough for the service and hard work you've committed over the years toward helping individuals, families, and businesses throughout your communities!
I am licensed to sell Auto, Home and Life insurance in VA. Please contact me for any of your personal insurance needs!
Let me help you find the best mortgage for your needs. Whether you are buying or refinancing, let me put our banks to work for you!
www.clarisfinancial.com phone: 804.935.3000 Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory Services offered through Claris Financial LLC. Claris Financial LLC is not affiliated with Triad Advisors
We are a financial services firm offering estate planning, investment advisory, and wealth management services. We have 3 office locations throughout VA.
Auto. Home. Life .Annuities.Pet.Renters
Helping you create lasting ministries into the future...
C&F Mortgage Loan Officer NMLS#110940
Our product can do for you! * Tax-free retirement * Protect your family * Protect your home * Critical illness * Living Benefits * Savings for college
The Richmond Accounting Principals team is comprised of CPAs, accountants and staffing professionals with real-life accounting and finance expertise.
Hope Parker, NMLS #: 1269160 Colonial 1st Mortgage Inc, NMLS #: 196041 www.nmlsconsumeraccess.org