Customer Ratings & Reviews for Malloy Advisors, LLC
"I want to thank you and your entire Medicare team for you prompt and complete service since my retirement from Airgas in July of this year.
My wife and I are so grateful you have been there from for us and with us each step of that process. I believed that once the initial conversion had been completed that I would not hear from you again.
However, once the Medicare annual open enrollment period opened up on October 15th, you made contact with me offering your assistance in analyzing my Medicare health care options and suggesting the most effective options for my personal situation. Certainly a God send to me!"
"Please see the note below from an employee at Chemours who was very complimentary of the advice and guidance he received from Bill.
Thanks for your partnership with us and our clients. We continually get great feedback from our clients about the value of your services and their appreciation for your approach."
"My husband had asked me to send you a note to say thank you for the contact info for Malloy Advisors. He was very, very impressed with the gentleman, Bill, that he spoke with.
He stated he was very informative and pleasant. He patiently and thoroughly answered all his questions (trust me my husband can ask lots of questions) and gave him his direct line for future use. He even told him what page in the government document 'Medicare and You' to find support for the information he gave.
Just some positive feedback and a big THANK YOU!"
Chris, reaching out to say “Thank You” for all your help understanding the complex Medicare plans and navigating the time frames and coordination with social security, etc..
Not only did we find your advice direct, considered and thoughtful, we also found dealing with you in this endeavor so refreshing because you were so knowledgeable, patient, and accurate. You translated everything into easy-to-understand information we could act on. All has worked out well.
Jeff & Betsy O.
"Wow! Ed was totally fab and knows everything I needed to know about staying on Financial Times health coverage beyond age 65 without jeopardizing my medicare coverage and the FT's role in making sure I qualify for Medicare. Thanks!"
"I wanted to share with HR that the services of Malloy Advisors and Bill Wehmeyer, in particular, were invaluable as I made the transition to Medicare coverage in retirement.
Bill patiently explained each step. Initially he assisted with my Medicare Part B enrollment and provided multiple quotes for Part D and Part G coverage. He advised me of the option to appeal my IRMAA with my life change event of retirement and answered my questions when I completed the form.
With his help, today I enrolled with my Parts D & G carriers. I felt reassured and secure in my decisions because of Bill’s knowledge and guidance. I hope this will continue to be a company benefit for future retirees. Thank you for providing this expert assistance."
"The Archdiocese of Philadelphia is very pleased with Ed and his entire staff and we receive other similar comments from others that use them.
He is a valuable resource for our employees, very patient when fielding endless quesons, and very helpful. Thanks for sharing your feedback with us."
"Hi Chris, just wanted to say thanks again for your help and expertise getting me started on Medicare! Thanks to Bill and Wess too!"
"Thank you both for providing Ed's contact information to me. Ed has done an excellent job in providing detailed information on Medicare and optional supplemental plans. He manages to keep complexity to a minimum and is thorough in his research and explanation. He has been a tremendous help to me in transitioning AkPharma's CEO from Horizon Direct Access into Medicare / AARP supplemental plan."
"Thank you so much for helping out Urban Engineers earlier this month. Both Urban's President and his wife were so appreciative of your help.
I know Medicare open enrollment is a hectic time and I greatly appreciate you fitting them into your schedule.
I've heard great things from everyone that has used your company and I continue to share your information with others and send them your way."
"If it is time for you to navigate retirement and the complex Medicare labyrinth, I highly recommend Malloy Advisors. Their professionals are incredibly knowledgeable, responsive, and will guide you through everything you need to do in order to accomplish a smooth transition from the working world to retirement. It is a tremendous comfort and relief to feel you are in good hands and obtain the desired results when making such a momentous life change.
Marybeth was the main person guiding my husband and I through the process, and I cannot shower her with enough accolades. But each individual at Malloy Advisors with whom we came in contact was also knowledgeable and extremely helpful. I give Malloy Advisors a five star rating."
"Matt, thank you! You have been beyond helpful during this time. I don’t know what we would have done without you.
You are knowledgeable, efficient, and oh so patient. You get 100+ stars. I feel so lucky that you picked up my phone call back in March. Thanks for all you have done for us."
"Marybeth, I want you to know how impressed I am with your professionalism. You have obviously put in a lot of hours learning your craft and we both feel secure with your recommendations. That means a lot coming from me because I am not easy to impress."
"Matt, thank you for your time and patience. You are a pleasure to talk with. I could not have gotten through this Medicare enrollment without you. You are such an asset. Much appreciation."
"I spent 45 minutes on the computer tonight with Ed, discussing Medicare planning for retirement next year.
Ed was EXTREMELY helpful. He cleared up a lot of our questions and walked us through our options. Thanks for providing Ed's services. They're excellent."
"Matt, Thank you for all your hard work on this. I cannot remember a time that I received such wonderful customer service and appreciate working with you. The information is extremely helpful and will allow us to make a good decision much more quickly."
"Marybeth could not have been more knowledgeable, supportive, or kind to me as I made my way through the Medicare maze. Anyone at Rosemont would be most fortunate to have her guidance and expertise. Thank you so much for your recommendation that I work with her. She was terrific in every way.
Thank you as well for all your help in this process; you have an endless supply of patience, and it is most appreciated."
Mary Ann M.
"Matt, Thank you so much for your help through our Medigap signup. You made the process so painless."
Bill & Joan M.
"You made this whole process understandable and easier than I ever thought it could be. By the way, my Medicare cards arrived today! Thanks again and be assured that I will recommend you to everyone I can."
"Matt, you are a joy to talk to…very upbeat and happy. I love it! I cannot thank you enough for making something so complicated be taken down to exactly what you need to know.
I appreciate all of your time and help! You are very good at what you are doing…so keep up the good work for us older folk!"
"I am a retiring kindergarten teacher. I have been in my present school for 30 years. I taught elsewhere for 9 years. As this year moved along, I had been so upset what would lie ahead with all that comes with retirement, especially healthcare.
Marybeth put all of my anxiety to bed. From the moment we began chatting, she was kind, considerate and most of all, knowledgeable. Our first encounter was 'overall information' then Marybeth soon reconnected and we did a tutorial online. Although I had 2 other people try to explain to me what was ahead, I couldn't catch on until Marybeth showed me how the insurance was going to work in such an organized and calm way.
I can't tell you how well she helped to eliminate the stress that I had concerning the entire retirement process. Look, I am a diehard kindergarten teacher ... I know simple...but I didn't get that from anyone until Marybeth showed me the way and gave me the peace I needed. You have a real gem in Marybeth!"