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Providing education on Medicare, Retirement, 401k rollovers, Safe Money practices. We have a combined experience as an Agency of 60 plus years. …
Services offered
Long-Term Care
Prescription Drug Plans
Reviews
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5.0/5 · 8 reviews
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Oct 28, 2024
We went to see Jonathan October 15th. This is the 4th year we have been to see him. My husband and I nothing but high praises. He always takes time to go over the plans that will benefit us the most …Full review by Marie Chowning
Jun 19, 2024
Absolutely professional and helpful service, could not ask for better advice. Thanks to Kim for navigating all the options and being so patient.Full review by Linda Al-Sangar
Jan 17, 2024
Very helpful with social security and Medicare benefits. Answer all my questions and are very kind and courteous. Thank you guys We will be seeing you againFull review by Michael N Theresa Hooper