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


“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