Betsy O'Reilly Pate, LUTCF


Financial Services Representative

Investment Advisor Representative

Our Services

* Wealth Management Services

* Managed Accounts

* Fixed Annuities

* Variable Annuities

* Stocks and Bonds

* Tax Sheltered Annuities, 403(b) Plans

* IRA Consolidation Rollovers

* Pension Payout Alternatives

* Mutual Funds

* Term Insurance

* Universal Life Insurance

* Variable Universal Life Insurance

* Whole Life Insurance

* Disability Income Insurance

* Charitable Giving Strategies

* Estate Conservation Strategies 

* Education Funding Strategies

* Long-Term Care

* Mortgage Protection (through Life Insurance and Disability Income Insurance)

* Medicare Supplement Coverage

 

Supervisory Office: 

MassMutual Greater Richmond

Supervisor Brad Gramm

East Shore 1

100 East Shore Drive Suite 300

Glen Allen, VA 23059

 

 

 

 

Contact Information:

1340 Central Park Blvd Suite #202
Fredericksburg, VA 22401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

 

Supervisory office: MassMutual Greater Richmond East Shore I 100 Eastshore Dr Suite 300 Glen Allen, VA 23059 (804)346-1011

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