Betsy O'Reilly Pate, LUTCF


Financial Services Representative

Investment Advisor Representative

Financial Management

Financial management is as much about managing operational risks as it is about managing business objectives. Whether you’re a fresh start-up or well-established enterprise, continued operational foresight can help ensure your success and your roadmap for the future. We offer an array of insurance products designed  to help meet your needs.

Consider a few of the following options for good financial management:

Disability Income Insurance

Disability income insurance can help provide financial protection for both the owners and the company in the event of a disability.

Life Insurance

Find out how life insurance can help you create strategies to meet the short- and long-term financial goals of your business.

CRN202209-271451

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

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or it's affiliated companies.

Agent is licensed to sell life insurance in the following jurisdications: AZ, D.C., FL, MA, MD, NC, SC, TX, VA, WA, WI, and WA.

Agent is licensed to sell to sell securites in the following jurisdictions: AZ, D.C., FL, MD, NC, NY, TX, VA, and WA.

CRN202410-650146

Online Privacy Policy | Legal Notices