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Cardinal Advisors

Founded 2013 • With Angi since July 2015

4.7

(14) Verified Reviews

Insurance Agencies
Financial Planning

Description

We offer consultation regarding your Medicare supplement coverage and Part D Drug Plan. We shop to find you the best price with every major insurance company. One of our trustworthy and well trained agents will assist you by telephone. All Medigap insurance companies must offer identical policies, there is no reason to pay extra for the same exact benefits. We use a Medicare Part D formulary finder in order to insure your saving the most on your prescriptions at the pharmacy you go to. Additional DBA - H.E. Scheil & Associates Inc, Regal Advisors....

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Verified Reviews

A few reviews for this pro...
5.0

06/28/2017

In this very confusing area of supplemental insurance to go along with Medicare, I was very fortunate to find this group. After speaking with several other agencies all offering 'advise' I felt like I was being sold a used car by very hungry car dealers without my best interest in mind. Upon checking Angies' List I found the information on Cardinal Advisors. Upon contacting them I spoke with Barba...

Description of Work
All aspects of Medicare supplemental insurance

Category financial advisor,insurance companies

5.0

01/30/2017

Good I hope. We have used them for several years

Description of Work
Medicare parts B & D

Category insurance companies

5.0

01/10/2017

Katrina, my advisor at Cardinal Advisors, saved me hours of having to contact many companies to get information on their plans, with her professional and knowledgeable insight of all prescriptions plans in the SE and helped me to hone it down to which one would meet my needs best and affordably so. Katrina took the stress of me finding and choosing the right company and plan for my 2017 prescripti...

Description of Work
I needed to find THE BEST and MOST AFFORDABLE prescription coverage for 2017.

Category insurance companies

5.0

01/10/2017

Excellent service

Description of Work
Instrumental in helping me with deciding on choosing a supplemental insurance for Medicare.

Category insurance companies

1.0

06/02/2016

unknown

Description of Work
I joined specifically to find a reliable financial consultant based on a advertisement for Angie's List. I joined because of this to get local Financial Consultation which was not available. I have no interest in transferring my hard earned life savings to an OUT OF STATE FINANCIAL ADVISOR that I have not met face to face.

Category financial advisor,insurance companies

    Services Offered

    Medicare, social security maximization, long-term care, financial planning, investment management, veteran’s benefits & generational vault.

    Services Not Offered

    Ask for details

    General Information
    Free Estimates
    Yes
    Eco-Friendly Accreditations
    No
    Payment Options
    Check, Visa, MasterCard, American Express, Discover
    Senior Discount
    Emergency Service
    No
    Warranties
    No