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The Financial Guys
The Financial Guys: Klarheit und Sorgfalt bei Medicare- und Versicherungsentscheidungen.
5(5 Bewertungen)
Insurance
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The Financial Guys: Klarheit und Sorgfalt bei Medicare- und Versicherungsentscheidungen.
Mit Sitz in Williamsville bietet The Financial Guys Medicare-Beratung, Krankenversicherungsoptionen und Finanzplanung. Kunden loben kompetente, geduldige Berater für klare Erklärungen, maßgeschneiderte Planempfehlungen und laufende Unterstützung. Zu den Dienstleistungen gehören Nachlassplanung und veteranen-spezifische Medicare-Optionen, mit verlässlicher Beratung während des gesamten Prozesses.
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Personalisierte Unterstützung bei der Auswahl und Anmeldung für Medicare Advantage und andere Gesundheitspläne, einschließlich veteranenspezifischer Optionen.
Fachkundige Beratung zu Krankenversicherungsoptionen, um den passenden Versicherungsschutz für Ihre individuellen Bedürfnisse und Ihr Budget zu finden.
Professionelle Verwaltung und Analyse von Investitionen, um Ihnen zu helfen, Ihre finanziellen Ziele zu erreichen und zu halten.
Unterstützung bei der Erstellung wichtiger Dokumente wie Testamente und Treuhandverträge, um Ihre Zukunft zu sichern und Ihnen Seelenfrieden zu geben.
Umfassende Analyse und Orientierung bei fundierten Entscheidungen, die Ihre gegenwärtigen und zukünftigen Finanzen beeinflussen.
We have used Chris Moody for years for our Medicare plans. He has always given us great advice and help in selecting the plans we eventually chose. Unfortunately, Highmark no longer uses financial guys and all other outside vendors as their representatives. Apparently, this was across the board as Highmark went in house with their advisors. That being said we met with Chris and he advised us on all the plans out there and helped us no matter what our decision was. This is great customer service. In the future, if we need additional assistance with this and other financial decisions, we will look to him in this company for help.
Brian Faraci helped me find the right insurance for my specific needs. He is knowledgeable, patient and helpful. He answered all my questions. I would highly recommend him to all my family and friends.
TFG offers a wide variety of services that can offer analysis, direction, and for me- piece of mind knowing Im making an educated decision that effects my present and planning for future. I have full trust in TFG investment handling in order to reach/maintain my goals. I am grateful for the personal care received for Medicare and health insurance options.The ongoing support is great and staff are easy to connect with. I have an upcoming appointment for estate planning- something I should have done long ago but didnt know where to go and trust with such an important document.
Phil Provenzano from the Financial Guys was a tremendous help in navigating us through Medicare and other health insurance issues. My family and I grateful for his guidance and professionalism. Phil provided far more assistance and clear explanations than the other insurance brokers we have dealt with. It was an easy decision to give Phil a 5 star rating.
I worked with Phil Provenzano to work through Medicare Advantage Plans for my Father, who is a fully disabled veteran. Phil informed me of a plan specifically for veterans using the VA system. I did not know of this plan, and it will save my Father over $1,500/year. Phil was very knowledgeable and great in communicating all the options for my Father. He even got my Father enrolled in the veteran's plan so that I did not have to navigate the Medicare morass to find and enroll in the correct plan. He gave me a heads-up about the windows for my upcoming Medicare event. I will definitely be seeing Phil again when it is my turn to slay the Medicare Beast. I highly recommend Phil as a person that you need to navigate the Medicare maze. Phil, Thank you.
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