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


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, my last application was processed in 6 days, that is awesome.  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

“I wanted to tell you and all at HTA how I appreciate the consistent help, timely delivery of quotes/supporting information, and the thorough weekly updates regarding my submitted business.  LTC is not the easiest sale to make, but you all make my job and life easier and are a big reason I continue to sell and market Long Term Care coverage.”

Jeff S. CSA, CLTC – Financial Advisor – Gettysburg, PA

“Everyone does a terrific job. I know I can count on Amanda in particular; she’s fantastic and gets me everything I need quickly.  HTA has definitely contributed to my success in building the Medicare business.”

Ed H. – Group Benefits Broker – Newtown Square, 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

“To describe HTA in one word, OVERDELIVER.   That has been my experience with everyone at HTA equally.  Your team is such the blessing.  Looking forward to your next training event!”

Kurt H. – Independent Health and Life Agent – Harrisburg, 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

“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