Financial Resources in the Philadelphia, Pennsylvania Area
Please refer to the following list of banks & financial institutions, mortgage lenders, & independent financial advisors in the Metro Philadelphia area (including Bucks, Chester, Delaware, Montgomery, & Philadelphia Counties) that focus on the financial needs of senior citizens (older adults & the elderly).
Countrywide Bank
Nan C. Brown, Reverse Mortgage Loan Consultant
2150 County Line Road
Huntingdon Valley, PA 19006
215-364-6600 x236 or 866-927-4580 x236
www.countrywiderm.com
— Reverse mortgages can be a great way for qualified homeowners who are 62 years of age or more to access the equity in their homes without having to make monthly mortgage payments. A reverse mortgage can offer peace of mind by providing extra income to cover healthcare costs, home repair, or simply to improve your monthly cash flow. Call me today for your personalized benefits analysis, and see how I can help you achieve financial security.
Senior Advisory Services
1-800-966-3890
— We can help you consider new opportunities that are currently available with newer products; strategies to potentially reduce taxes on Social Security and Interest Income; alternatives to CDs; wealth accumulation planning; IRA Rollovers, 401K Rollovers, 403B, etc.; strategies to potentially eliminate probate fees and Federal estate taxes; opportunities to increase your income on your IRA; strategies to potentially increase the amount of wealth that you pass on to your beneficiaries.
Go Direct®
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It’s also easier and more convenient than paper checks, because the payment goes straight into your bank account. It’s fast, easy and free to switch to direct deposit.
Internal Revenue Service - Federal Building • 800-829-1040
— Free Tax Counseling for the Elderly (TCE) and Volunteer Income
Tax Assistance (VITA).
Mortgage Foreclosure Assistance • 800-342-2397
Securities - offered through USAllianz Securities Member NASD, SIPC, MSRB, Registered Investment Advisor 5701 Golden Hills Dr., Minnesota, MN 55416-1297 (888) 446-5872