I was trying to get insurance but have a high P.S.A. number so knew it would be tough. Tom stuck with me and encouraged me to keep trying to get it. He kept trying everything possible for 6 months . He was the most positive person I have met and even though I couldn’t get insurance for myself, he’s the …
If you are looking for
If you are looking for life insurance, and want an experienced professional Thomas is your guy. I had a hard time getting several life insurance policies approved, but Thomas did not stop until he was able to secure a policy that met my needs. Thanks to Thomas I am able to have peace of mind, and now that my family …
Understanding things like Long Term
Understanding things like Long Term Care, Life Insurance, Investments, and Retirement are all so very important, and yet are often overwhelming and even daunting. For Lisa and me, Tom has taken away the uncertainties and confusion about these things. Knowing that everyone’s situation is different, he most importantly took the time to listen to our concerns and then explained things …
The handling of our finances
The handling of our finances was made much easier with Tom Cabarle’s knowledge, clear and concise advice, and patience with all the questions we asked. We highly recommend him for all your financial planning.
I have been a client
I have been a client of First Source for over 30 years. I have life insurance and, long term care insurance . Tom has always explained options available as my needs have changed. First Source is a first class company.
D. Snyder, CFP, EA, CDFA, ATA – Smart Cents
He was extremely knowledgeable and professional. Tom was a valued member of our team and definitely instrumental in our success at our firm.
T. Smith – EA Hess & Smith
He provided me with the insurance support and expertise I needed. I was always able to establish a need for my clients but wasn’t always sure what to use for the solution. Tom would always give me great ideas and multiple options for my clients. He will also see it through from beginning to end. He has helped me close …
E. Scafa, CPA, CFP, AEP – Scafa Financial Services, LLC
I relied on Tom for insight, suggestion, and design of insurance solutions for my clients. Tom was always very responsive and knowledgeable and ensured that I received answers promptly. He also has admirable work ethics.
J. Saskiewicz, MBA, CLU, ChFC, CFP – Saskiewicz & Associates
His analytical ability was most welcome. Tom is professional and knowledgeable and I would recommend his services in helping advisors work through the details and technical components of life, long term care, and hybrid policies.
G. Haggerty – Haggerty’s Financial Services
I had very little insurance business when Tom started working with my firm. He worked diligently to make sure all my needs were always met. Always going above and beyond in every way possible. Tom has terrific interpersonal skills. When explaining concepts he is sure to speak in a clear and concise way, always making sure that you completely understand …
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