Our Testimonials

Helpful, professional, and informative!!

Josh was very helpful, and saved me a lot of money and Mike Cohen was very helpful. They are the best.

Very appreciative of Josh’s help with my husband. Also appeared Mike’s help with vaulted information towards our family and future.

My father and I were greatly impressed and appreciative of Pauline Serfass’s professionalism and her kindness towards our family during a different time. She is very thoughtful and took the time to fully explain our master estate plan.

Ms Sorventino was very friendly and informative. She knew her information very well.

Everything was explained very well.

Very easy to enroll in my supplemental–plan, responsive, and easy to reach via phone or email. Overall a very good experience.

Lucy is very helpful, professional, and very informative and friendly. Made you feel at ease. Very patient. Tom was very informative and friendly and they both were good at their jobs.

Both John and Phyllis are extremely personable and knowledgeable. They were not pushy. (which I appreciate), offering supportive help. I enjoyed meeting both of them.