Clougherty And Associates

Tom, Rita and Leeanne were very helpful walking me through the process to find my aunt an assisted living with memory care. Additionally, the consultations were very helpful in regards to applying for Mass Health and PACE. They were excellent with follow up and thoughtful during the process. I would highly recommend them when in need of advice on finances for care of an elderly family member as well as recommendations on placement.

Please don’t think twice about seeing the folks at United Senior Advisors. I can tell you from first-hand experience that these guys know what they’re doing. They will help prepare your estate plan, they’ll execute the plan and make changes as you need. We’ve used them for my mother-in-law’s estate planning/elder care needs. They were able to help me coordinate nursing care for her when we were in desperate need. We were so impressed with their services, we immediately met with them for our own estate plans, creating our own Wills and Trusts. My elderly parents were then in need of nursing care, so of course, we turned to United Senior Advisors, and they took care of everything, soup to nuts. Again, mapped out a plan, gave us a list of paperwork they needed then prepared all the necessary applications to execute our plan. They are very knowledgeable with estate laws that change constantly, they are super responsive to emails and phone calls. I’ve referred so many people to them and they all thank me for the referral as everyone appears to have the same positive experience.

So amazing!!!!! Rita, Tom and Liz are the best!!!! I was so stressed out about stretching the money my Mom had left and knowing when was the right time to move her to a nursing home. And I wasn't sure if I had all the right paperwork, as I had moved my Mom down from NH 5 years ago. Plus I didn’t know what to do about applying for MassHealth to cover the nursing home costs and all the paperwork and process to get into that program. Rita and Tom stepped in and walked me through everything I needed and assisted in every step along the way. Meetings, phone calls, texts- they were quick to respond and so detail oriented. Their insight, expertise and compassion made this an easy process for me. I can't thank them enough for helping me get through this difficult time in Moms and my life.

For six years United Senior Advisors, Inc. in Braintree were there to help guide the process for the best care of my brother. We live out of state and Tom, Rita and Liz were so accessible and understanding. Their guidance was spot on.

Very unprofessional and never told me that that he was Investing My Mother's Money with Athene Annuities Company which has Çlass Action lawsuits against them In all 50 States. Also Unethically Represented my Deceased Mother's Money when he was her Attorney also acting as an Athene Annuities agent.