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Retirement Planning

Programs that help people with the process one uses to plan finances and retirement income.

Retirement Planning

Spire Investment Partners
7918 Jones Branch Drive, Suite 800, McLean, VA, 22102
Main: (703) 748-5800 Toll Free: (888) 737-8907 Fax: (703) 748-1372

Insurance

State Farm Insurance, Nassawadox
10219 Rogers Drive, P O Box 15, Nassawadox, VA, 23413
Main: (757) 442-6100

Retirement Planning

Stewart, Douglas A., CSA
1619 King Mountain Road, Charlottesville, VA, 22901
Fax: (434) 589-3138

Retirement Planning

SunTrust Bank
1650 King Street, Alexandria, VA, 22314
Main: (703) 299-6492 Fax: (703) 299-6490

Retirement Planning

Sylvester Team
1965 Bentivar Dr, Charlottesville, VA, 22911
Main: (434) 979-8947 Toll Free: (888) 511-4399 Fax: (434) 979-2791

Retirement Benefits and Social Security, Buchanan and Tazewell Counties

U.S. Railroad Retirement Board
New Ferderal Building, Room 145, 640 4th Avenue, P O Box 2153,, Huntington, WV, 25721
Main: (877) 772-5772 Fax: (304) 529-5546

Retirement Benefits and Social Security, Northern Virginia Area

U.S. Railroad Retirement Board
George H. Fallon Federal Building, 31 Hopkins Plaza, Suite 820,, Baltimore, MD, 21201
Main: (877) 772-5772 Fax: (410) 962-9835

Insurance Settlement

Viatical Settlement Professionals Inc (VSPI)
2 W Runswick Drive, Richmond, VA, 23238
Main: (804) 740-3900 Toll Free: (888) 321-9057 Fax: (804) 740-8880

Statewide and Nationwide

Life Plan Community (formerly known as CCRC)

Residences that provide housing for older adults requiring various levels of care. Independent living, assisted living, and healthcare are available to residents. Life Plan Communities were formerly known as Continuing Care Retirement Communities (CCRCs).

LifePlan Communithy

Masonic Home of Virginia (MAHOVA)
500 Masonic Lane, Henrico, VA, 23223
Main: (804) 222-1694 Toll Free: (800) 262-4644 Fax: (804) 226-4567

Retirement Planning

Programs that help people with the process one uses to plan finances and retirement income.

Retirement Planning, Annuities

Bankers Life and Casualty Company
111 East Wacker Drive, Suite 2100, Chicago, IL, 60601
Main: (888) 991-0214 Toll Free: (800) 621-3724

Insurance and Annuity Plans

CSA Fraternal Life
122 West 22nd Street, Oak Brook, IL, 60523
Main: (630) 472-0500 Toll Free: (800) 543-3272 Fax: (630) 472-1100

Retirement Planning

Genworth Financial
6620 West Broad, Richmond, VA, 23230
Toll Free: (804) 281-6000

Retirement Planning and Pension Counseling Referral

U.S. Office of Personnel Management
1610 Forest Avenue, Suite 100, Richmond, VA, 23229
Main: (804) 662-9333 Toll Free: (800) 552-3402 Fax: (804) 662-9354

Retirement Planning

Virginia Senior Services and BeneFinder
10800 Midlothian Turnpike, Suite 129, Richmond, VA, 23235
Main: (804) 381-4604 Toll Free: (877) 276-3772 Fax: (804) 290-0304

Financial Education for Women

Women's Institute For A Secure Retirement (WISER)
1140 19th Street NW, Suite 550, Washington, DC, 20036
Main: (202) 393-5452 Fax: (202) 393-5890