347 N. Pottstown Pike, Suite 200 | Exton, PA 19341


“Tracy…You are an amazing speaker and so incredibly knowledgeable.  You can tell from all of the questions today (the most I’ve ever seen on one of our webinars!) that your presentation was highly valuable and relevant to the ISCEBS membership across the nation.  

Thank you, Kathy for working diligently with our teams on getting everything ready for the event. I plan on engaging the services of your firm as I turn one of the magic ages that you refer to in your presentation!  I want to be prepared for the next steps.”

Joyce H.-Consultant- Philadelphia, PA

We appreciate all that you do for our clients.  They are in love with you all!

James B. CFP

Just a quick email to express how much I love working with HTA.  You are by far the most Agent friendly organization I have ever worked with – and I’m older then dirt!

Have a great day and thanks again.

Barry H.-Atlas Financial Alliance, LLC

“My Employer client offered a compliment to you and the entire team.  She absolutely LOVES you guys, appreciates what you’ve done, what you do, how you’ve helped her retirees, etc.  She was raving about you!  She says it means a lot when her retirees go out of their way to call her and tell her something nice about someone – that would be you folks.  So thank you so much from our team.  Fantastic job and thank you! 

Alicia L. – Group Health Agent – Radnor, PA

“I recently had the pleasure of working with Kathleen to set up appointments with your company. Not only was she very professional, she was patient, courteous, helpful, and extremely informative. She is a huge asset to your company. I’m looking forward to working with her again!!!”

Kim R. – Agency Accounting & HR Department Manager – Alamosa, CO

“HTA Financial Services Inc. has been my sole source for all my Medicare needs. If you are looking for personal professional attention in all facets of the Medicare arena, you cannot do better than HTA.”

Eric J. – Managing Partner – Group Health Agency – Quakertown, PA

“Thanks for making the call [to my client] with me this morning.  I thought the call went great, and I really appreciated your approach with the client.  You did an awesome job of educating the client on his options and allowing him to express what he believes is the best fit for him.  Thanks for the training! That is definitely the approach I will take when presenting Medicare to my clients.”

Craig D. – Financial Planner – Atlanta, GA

“Tracy… You and your staff are the BEST!!  Thank you for all your help and patience with us while we get Arkansas rollin on LTC!!!! Thank you for the Medicare webinar Presentation.  You did a great job! The information provided was a nice, brief overview of the comparisons between Med Sup and Medicare Advantage coverage.  I particularly liked the side by side comparison that you had presented on how each type of coverage worked.  It was a very nice, simplified overview on how to explain the Medicare options.  Thanks again for the info… It was very helpful!”

Lori S- Insurance Sales/Service

“Tracy, I ‘m very impressed with your staff.  Every time I need help they are there for me.  Their patience, responsiveness and guidance is greatly appreciated.  Please thank them for me at your next staff meeting. ”

Jay M. – Benefits Manager- Shillington, PA

“I just wanted to thank everyone at HTA for putting on an excellent education and INFORMATIVE meeting, more than expected when I signed up for the day. ”

Barry H.- Financial Advisor- Lancaster, PA

“I understand why Frank is such a fan of you and your organization.  I recently saw the following quote:  “You join as a choice…you stay because you believe”.  Your organization believes in your mission and it shows through in all you do.  As Advisors in the healthcare industry, we need trusted partners in the senior market.”

Tammy D.-Consultant- Sparks, MD