TESTIMONIALS
- Medicare – Advisors & Brokers
- Medicare – Employers
- Medicare – Individuals
- News/Events
- P&C – Personal
Excellent personalized service! Russ called me back right away, able to resolve my property insurance inquiry within hours. Made the process very smooth. Happy to be doing business with HTA for our property insurance , highly recommended!
Jen M
We have had the wonderful opportunity to become customers of HTA recently when our previous insurance agents transferred us to HTA. The entire company made the transition warm and welcoming and we truly feel so supported by everyone. Heather has been so helpful and responsive with auto insurance questions- being knowledgeable and timely are two really important qualities when dealing with insurance. We are looking forward to working with HTA further as we carefully consider options to optimize our coverage based on our current needs and rest assured that we will be able to do that throughout our lives even as our needs shift and change.
Katie B
We are very happy to offer this service to our employees. Kathy has been very helpful in answering any questions, providing communication materials and making the process as smooth as possible for our team to implement. The webinars and site visits were well attended and engaging for our employees, and the staff very knowledgeable and attentive to questions. We look forward to being able to offer more in-person visits in the coming months.
– Annette F – Sr. Consultant
Great organization that does amazing things for their customers. Every time I refer an employee to them, I receive the same feedback- “Thank you so much for suggesting I talk with them. They were all so nice and so knowledgeable. I’m glad that I talked with them. I feel more confident in my choices.”
– Kevin F – Benefits Analyst
Our Medicare Employee Webinar was fantastic and we had a great turnout! Thank you so much for being a great resource for our employees.
– Rachel M – Finance of America Companies
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.
– Tammy D – Consultant
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.
– Barry H – Financial Advisor
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.
– Jay M – Benefits Manager
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.
– Lori S – Insurance Sales/Service
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!
– Craig D – Financial Planner
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.
– Eric J – Managing Partner, Group Health Agency
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.
– Kim R – Agency Accounting & HR Department Manager
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!!!
– Alicia L. – Group Health Agent
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!
– Barry H. – Atlas Financial Alliance, LLC
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!
– James B – CFP
We appreciate all that you do for our clients. They are in love with you all!
– Joyce H. – Consultant
Excellent service, Fred was great showing and explaining to my husband and I everything we needed to know about Medicare, our enrollment was done along with the supplemental and medicine plan. Great company !!! Thanks Fred!!!!
– Luz D.
I received superb service from beginning to end. I never felt pushed towards one plan or the other, and felt always that I was dealing with a professional trying to assist me in making sense of something uniquely confusing and complex – health insurance decisions for people retiring and leaving a corporate health plan.
– Tony P.
Everyone I’ve worked with has been wonderful, patient, and so very helpful!! I recommend HTA to all of my friends! Laura and Anyna are the two I recall helping me. Everyone I talk to when I call is always knowledgeable and helpful.
– Pam L.
I thank God for Sharon Stevenson. She explained everything to me so I could understand exactly what I was doing. HTA insurance had the best policy I could afford. Thank you also HTA!
– Carol P.
Invaluable service provided on a very efficient, knowledgeable and professional staff. Have already recommended to others confronted with navigating the complicated process of applying for the correct Medicare coverage!
– Sonic Ultrasound
Tracy at HTA has made the process of choosing Medicare supplement and prescription plans so much easier for both my husband and for me.
– Marianne P.
My wife and I had a great experience with Walter setting up our Medicare supplement and drug programs. He explained the product options in a way we could easily understand. All our questions were answered and he eased all our concerns. I highly recommend Walter and HTA.
– Richard K.
“OMG. The rep who answered the call was so unbelievably helpful I can’t believe it. Extremely knowledgeable, (high energy) and answered all my questions. Took the initiative to get some info and will follow up.”
Kevin R.
HTA has been wonderful to work with, from explanations to step by step guidance. My agent explained all my options and helped me make the right choices for me. So happy I found them to help me navigate signing up for Medicare.
– Kathy L.
I spoke with Ken at HTA and he was very helpful in answering my questions about Medicare and the details about signing up. I would recommend utilizing HTA’s services to anyone who has questions and needs some guidance about their health insurance options. You will receive great advice and assistance!
– Ron S.
Both me and my wife, Thelma had the best time and information from Mr. Eric Davies. Thank you for the quality of service provided by him. We heartfully appreciate his efficient, gracious, detailed information regarding medical insurance. We are very pleased and satisfied with his service and efforts that he put in. Keep up the good work. If we could add two more STARS ….
– Tek Bin Go
HTA’s customer service is superior! I’ve been involved with several customer service representatives over the last 4 years and they are all knowledgeable and kind. I highly recommend anyone who is looking into medicare and supplemental health plans to give them a call so you can make an informed decision.
– John L.
I have zero hesitation in referring clients to Tracy Keesey for commercial lines of insurance. Tracy has years of experience handling commercial products. She takes her time to understand your business needs so that your coverages make sense to your company and its bottom line.
– Al DiMatteo
Finding the right home and auto policy can seem like a daunting task. Russ Lupton is just the right man for the job! He is thorough, patient, professional, and kind. He goes the extra mile to make clients feel like they are family and to me that is the key ingredient for finding the right coverage!
– Rochelle DiMatteo
“Michelle Z. is awesome! Great working with her to get my Medicare Policies. She is knowledgeable and helpful, but above all else she is pleasant and personable.”
Jeanette B. -Bordentown, NJ
“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
“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
“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
“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
“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
“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
“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
“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
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
We appreciate all that you do for our clients. They are in love with you all!
James B. CFP
“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
“I wanted to let you know that HTA received rave reviews from our CEO [on her personal consultation]. Thank you so much for taking such good care of her!!
Terri R. – Benefits Analyst
Finance of America Companies – Horsham, PA
“Working with HTA Financial has been an absolute pleasure! Their team is always accessible and extremely knowledgeable. Our Medicare eligible employees have thanked us on numerous occasions, for offering the HTA service to them. We all know how difficult Medicare can be to navigate. Having an extremely knowledgeable HTA team available to assist our Human Resources team and employees has been such a benefit”.
Nick B. – Sr. Benefits Analyst
Auto Parts Provider – Philadelphia, PA
“Thanks for the Medicare email and info. I spoke to several of our employees at the annual Christmas party and they were elated over how easy you had made maneuvering the “maze of Medicare”! Must feel great to have a job that has nothing but good comments from the people you speak with, myself included. Take Care and have a Great Christmas and Blessed New Year!!!”
Rick C. – HR Director
Radiology Provider – Midlothian, VA
“We have received wonderful feedback from the employees who have contacted HTA for Medicare assistance. We also find your Group Educational Sessions to be very informative and well received. Thank you for your education and guidance.”
Patricia M. – HR Manager
University – St. Davids, PA
“I just wanted to give a HUGE THANK-YOU to you for today’s lunch-n-learn! We had such a great meeting. Nicole, you were a total pro & you were so knowledgeable in both the content of your presentation as well as the questions you received. As the coordinator of benefits here, I learned so much that is going to help me when speaking with our employees. Nicole, I give you 5 out of 5 stars!”
Rose Ann A. – HR Business Partner
Lab Services Company – Willow Grove, PA
“I cannot say enough great things about Tracy and her team at HTA. They take the guess work out of understanding very complex insurance plans, make sound recommendations that are in the best interest of the client and walk you through the process every step of the way. They are exceptional and I would highly recommend them to any company or individual.”
Shelley V – HR Manager
Packaging Company – Warminster, PA
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