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


“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.

Director of HR- Philadelphia, PA

“I attended today’s HTA Medicare webinar for IGT Employees facilitated by Joan.  I must tell you that I have attended at lease six different Medicare Webinars (by different providers) since receiving my Voluntary Retirement offer in August.  Joan’s presentation was by far head-and-shoulders above ANY of them.  She explained everything so succinctly, her pace was perfect, and her understanding of the subject is clear.  I was unsure on any course of action before her seminar but now I am feeling very comfortable about the direction I need to take.  Bravo to Joan!”

Jan H- Technical Writer III

International Game Technology-Reno, NV

“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

Total Rewards- New York, NY

“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., MBA, SPHR, SHRM-SCP, HR Manager

Packaging Company – Warminster, 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., PHR, HR Business Partner

Lab Services Company – Willow Grove, PA

“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

“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

“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