This was an excellent and informative program hosted by Paul. Well worth anyone’s time to attend his presentations. It has made my decisions with Medicare options much easier, with less stress. Thank you, Paul! Less

Excellent presentation, presented in an easy and understandable manner. Questions were welcomed and answered as the presentation went along and afterwards. Great wealth of information given out in writing and orally. Advised of the various ways to get in touch with him and what the cost would be for his assistance. Less

Paul gave a thorough, easy-to-understand presentation. He’s friendly, easy to talk to, knowledgeable, and very willing to answer questions. I highly recommend his Medicare Meetup. Less

I worked with Paul for over a year with several meetings to help me sort through the complexities of obtaining “the right” Medicare plan for me. Throughout our interactions, Paul was always professional, patient and extremely helpful. I would recommend Paul 100% for any help you might need related to your Insurance or Investment needs. Thank you Paul for helping clarify and simplify the confusion associated to my need Less

I enjoyed the informative seminar tremendously. It gave me a better understanding on how to deal with Medicare while I'm about to become eligible for the benefits in the near future. I will definitely be calling Joe for any advice I need, he understands the needs of his clients. Less

Paul was an excellent presenter and provided a vast amount of information in a meaningful and concise manner.I walked away with all of my concerns and questions answered and also confidence that I have generous and unbiased support as I navigate the Medicare system. Less

Paul was very professional and informative and educating the group I was in about Medicare and all of its benefits. The evening was very informative and helpful. Less

Paul’s presentation was extremely informative. He presented in a relaxed way & was very receptive to answering everyone’s questions during & after the presentation. I have been on Medicare for almost 2 years not knowing exactly what coverage I had & what the differences were between Medicare A, B, C, I didn’t even know there was a D. He was not pushy and only wanted to make sure that everyone knew about the options available for the coverage they personally needed. Less

I first worked with a company provided by my work place, but was not NY based. They provided me some faulty information. The information was correct for their state but not for NY State. They also provided no guidance - no highlights about HMO and PPO, when to consider high deductible plans etc.I viewed Paul’s Medicare 101 session online and I also attended a local Medicare intro session locally. Both were helpful - they did have different focus points. I did feel more informed after Paul’s session. The local person was informed but very disorganized. Paul was easy to schedule with, was always on time and zeroed in on what you need, what works for you. You give him your health parameters and he zeroes right in on what your best options will be. He then shows you some options and guides you in your decision making. I was all signed up and very comfortable with my choices in 2 sessions with Paul - and if I was a better decision maker, we could have been done it in 1.When I was working with the group provided by work, I had 4 sessions with them and was really struggling with choices. I had to remind them every time that I could not use an Advantage plan. I’m sure the supplement plan I was looking at would have provided good coverage, but I would have paid much more.Thank you Paul for being laser focused, for being a good listener and for providing reasoned and informed guidance. Much appreciated. Less

Paul took the worry and confusion out of the process of signing up for Medicare. I look forward to meeting with him to get signed up for a plan that works for me. Less

Medicare can be very confusing when you first begin to delve in to the subject. Paul was extremely patient and walked me through the whole process, even helping me to sign up for Social Security and Medicare accounts. He is very responsive to telephone messages and will always make time to fit in with your schedule. I have also invested in several annuities through Paul. Sometimes there has been verbiage in the contracts that not even he understands what they mean. He never guesses, or says I think it means this, but will call the company and get the correct answer. Definitely a broker you can trust. Less