403b Authorized Providers

403(b) Authorized Providers

University of Mary Washington

 

403(b)Provider # Cash Match Corporate Office Local Sales Contact

Ameriprise Financial, Inc

(FKA American Express Financial Advisors)

111 YES

1924 Ameriprise Financial Center

Minneapolis, MN 55474

Tel:  (612) 671-1942

Fax:  (612) 671 6046

Steven Shimp, CFP, CHFC

Wilmington, DE

Tel:  (302) 479-7780

steven.l.shimp@ampf.com

AXA Equitable Life Insurance

 

115

1290 Avenue of the Americas,

14th FL

New York, NY 07094

Tel:  (212) 314-5769

Fax:  (212) 314-4561

William Mears

Fredericksburg, VA

Tel:  540-604-5690

Cell:  703-624-6818

William.Mears@Axa-Advisors.com

 

Lincoln Investment Planning

No cash match for new accts.

167 Not for new 403b enrollees

218 Glenside Ave.

Wyncote, PA 19095

Tel:  215-887-8111

Fax:  215-885-1316

 David Blask

Charlottesville, VA

Tel:   800-242-1421

Fax:  215-881-6540

dblask@lincolninvestment.com

MetLife Resources

 

119 YES

1125 17th Street

Denver, CO 80202

Hartford, CT 06199

Tel:  800-560-5001

Fax:  630-820-7956

http://online.metlife.com

 

Geoffrey Marsh

7600 Leesburg Pike

Falls Church VA, 22043

Tel:  703-336-1249

Fax:  703-336-1295

gmarsh@Financialguide.com

TIAA

 

183 YES

Town Center One Building, Ste 301

1000 Research Park Blvd.

Charlottesville, VA 22911

Tel:  866-842-2044

Fax:  434-964-2602

www.tiaa-cref.org

Matthew Meade

Consultant, Individual Client Svc

Tel:  866-842-2044 X252645

Fax:  434-964-2645

Matthew.meade@tiaa-cref.org

 

AIG – VALIC 600 Yes

2929 Allen Parkway

PO Box 320610

Houston, TX 77253

Tel:  713-831-5896

Fax:  713-931-4268

Rhonda R. Green

Richmond, VA

Cell:  202-558-5509

Tel:  804-892-5558 Ext 88536

Fax:  804-272-3305

Rhonda.green@valic.com

 

Waddell & Reed 187 YES

Attn:  Retirement Plan

6300 Lamar Ave.

Shawnee Mission, KS 66201

Tel:  888-923-3355; 913-236-1540

Fax:  913-236-1599

Jim Turner

Vienna, VA

Tel:  703-556-4800

Fax:  703-556-4828

jturner@waddell.com