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Financial Services
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A global fintech leader, Acrisure provides customers with intelligence-driven financial services solutions for insurance, reinsurance, cyber services and more. Customers can work with trusted, local advisors backed by innovative technology, a collaborative team and diverse financial services solutions to support your business and personal goals.

Agent Benji provides loyal service and dependable coverage in health insurance, specializing in Medicare supplements, prescription drug plans, and Advantage products.

We also offer tailored solutions in dental, vision, life, pet, and travel insurance. Led by Benjamin Meadows, Agent Benji is dedicated to understanding and meeting your unique insurance needs.

Connect with us for expert guidance and protect what matters most with comprehensive insurance solutions.



8483 SE 165th Mulberry Lane Suite 100
The Villages, FL 32162
Fax: 844-837-2015

At Fifth Third Bank, we pride ourselves on our community involvement. In 1948, we became the first financial institution in the United States to establish a charitable foundation. Today, we continue to invest the time, resources, and people to help improve lives in the communities we serve. Fifth Third services businesses and communities through 11 states with 1,087 full-service locations.

Haven Financial Network specializes in helping you protect what matters most with life insurance, Medicare, and Annuity solutions. We pride ourselves on being there for our clients, offering personalized guidance that’s easy to understand. Whether you’re planning for the future or managing your current needs, we are here to provide the support and answers you need, treating you like family every step of the way.

OneTrust Home Loans is your all-service provider for your Home Loan needs from your Refi and purchases to bettering your retirement with a Home Equity Conversion mortgage. Crystal's primary focus is assisting her Senior customers with accessing their Home Equity.

We make banking better and easier.
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas.

Company Values, Mission, and Vision
When you pair a strong corporate culture with a mission aimed at making life better, the result can be outstanding.

To greet you with a smile inside—and curbside. To make sure you can bank how you want, when you want. To give back to the communities that give us so much. To celebrate our differences and what we have in common, too.
TD Bank is a full service financial institution ready to serve you!

The Mortgage Firm is a direct residential mortgage lender who has been serving the Central Florida area for around 28 years.  Our offices are located in Lady Lake, FL and we have been serving clients in the local communities for many years.

The Roussel Team (Powered by NEXA Mortgage LLC) is a full service mortgage broker with over 250 lenders that we work with. Kathy Roussel, the senior loan officer, has over two decades in the mortgage business and is a Reverse Mortgage educator and specialist.  We don't just "DO" loans, we customize each home loan to the individual borrower's needs. Whether you are buying an investment, a 2nd home or need to monetize the equity in your current home, we have answers to all your questions.

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