TESTIMONIALS
- Medicare – Advisors & Brokers
- Medicare – Employers
- Medicare – Individuals
- News/Events
- P&C – Personal
HTA provides me with excellent insight and service. Michelle Zuspan of the firm is an exceptional professional and it is a great pleasure working with her.
John H
Could not ask for a better representative than Sarah Latshaw. We felt like we were bombarding her with so many questions and emails however, Sarah kept walking us through the process day after day. HTA and Sarah are the best!!!! thanks
Spoke with Ken Seewald he was very professional, friendly and helpful.
Brian L
I was able to participate in a workplace HTA presentation a few months ago. As I am going to retire soon, I really needed assistance with all there is to learn regarding my health insurance issues. HTA was great, their presentation was so helpful that I knew when the time came, I would contact them. I had two sessions, one with Cindy and one with Sarah, both were exceptional. They explained everything to me and made sure I understood what my options were. This really helped me make choices I feel will work best for me. I will reach out to HTA anytime I need further assistance or just have a question.
April M
I worked with Eric over the last few months for medicare advantage PPO plans. The initial education session was so informative, and the time it took for HTA to reach to me-even better-Eric was so accommodating, timely and professional. We finish today with a plan I am very comfortable with. Eric every question, changed appt days to accomodate me and was so very nice to work with.
Michele Z
Our agent Cindy Petro was wonderful. She was patience and thoughtful with us because me and my wife had no clue what we wanted and understood. Also she explained everything more than once so we knew what were picking and agreeing to. Thank you for kindness!
Kevin C
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
Our agent Cindy Petro was wonderful. She was patience and thoughtful with us because me and my wife had no clue what we wanted and understood. Also she explained everything more than once so we knew what were picking and agreeing to. Thank you for kindness!
-Kevin Cassidy
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
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