Christopher Sotardi

Chris has been my agent since I retired in 2017. He has guided me through the process, and I have been able to rely on Chris' expertise to keep my funds secure. Chris is very knowledgeable, and I totally trust his advice.

Christopher is the consummate professional, proficient in all aspects of Medicare, Health Care and Wealth Management. He spent several hours with my wife and I to understand the plans that were best for us. I highly recommend him!

Chris is well focused on our particular goals, and needs. He consistently offers prudent options from which we can choose. He is respectful, and very cordial. His guidance has been very beneficial for us. We enjoy spending time with him and he is always welcome in our home.

Fantastic customer service!

Chris was pleasant & guided me step by step with my Medicare supplement plan.
He was prompt with follow up questions and stayed in touch with me throughout the year. I would highly recommend his services!

I highly recommend Chris for your Financial and Medicare advice / needs. When we retired we needed help getting signed up for Social Security and Medicare - especially to ensure we were in the right programs that met our needs. He spent time understanding our medical needs and matched us up with a wonderful program - we couldn’t be happier. He also quickly reviewed our investments to ensure we were “safe” in today’s market, but not so safe that we were leaving $’s on the table. 5-stars !!!

Awesome!

Christopher gives great customer service. He is always available when needed and finds the best policy you would need

Friendly,knowledgeable and always ready to help.

Chris is a great financial advisor. He’s very knowledgeable, attentive and personable. It’s always a pleasure to meet with him.

Chris has been wonderful to work with. He's knowledgeable, patient and has been a godsend in helping us navigate through Medicare enrollment.

Chris was very thorough and professional. I told him what I was interested in and what I was not interested in and I felt respected teh entire time. I did not feel pushed or pressured ever. I did not feel like I was being "sold" something. He was knowledgeable and informative. His co-worker Jenny was very easy going and helpful also. It has been a nice experience.

Answers calls quickly and answer his answers always solves my problems…. Thank you Chris

Chris was/is wonderful! He took the time to explain everything to me and my wife. We had been so confused on all things Medicare and he made it easy for us!

We really appreciate Chris's help in navigating the complexities of Social Security and Medicare. He is knowledgeable, thorough and patient.

Christopher took good care of me and my husband navigating social security and Medicare. He also helped us find appropriate long term care insurance. Highly recommend working with him