Colonial Financial Services

5.0
14 reviews
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Business Details

164 Elbern Ave, Rutland, VT
05701, United States
(802) 775-1500
http://www.cfsvt.com

About

Insurance AgencyInsurance BrokerLife Insurance AgencyHealth Insurance Agency
Medicare Insurance, Life Insurance, Annuities, Retirement Planning

Details

  • Requires appointmentAvailable
  • Onsite servicesAvailable

Location

Colonial Financial Services
164 Elbern Ave, Rutland, VT
05701, United States

Hours

Reviews

5.0
14 reviews
5 stars
14
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • JJ
    joeen
    Mar 30, 2025
    5.0
    Steve at Colonial was a great help with my Medicare supplement he is very knowledgeable and reliable I could not have picked a better company than Colonial!
  • FH
    Fran Lynggaard Hansen
    Aug 11, 2024
    5.0
    I was referred to this agency and I wasn't disappointed. I learned a great deal, calls were returned promptly, communication was excellent and my needs were met in a timely manner with great consideration. Doesn't get any better than that! Highly recommend.
  • CW
    Cindy Wright
    Nov 30, 2022
    5.0
    Steve was very helpful with all the medicare questions I had to determine which plans were the best. We were able to do everything via the phone which made things very convenient. Steve took the time to explain everything thoroughly. Steve is very knowledgeable and pleasant to work with. I highly recommend him!
  • AA
    a742246
    Jun 26, 2022
    5.0
    Highly recommend Steve for all your Medicare questions and needs. He is very knowledgeable and a pleasure to work with.
  • SL
    sandy lepoidevin
    Feb 19, 2020
    5.0
    Despite knowing a lot about all this Medicare stuff, when it got right down to it, and it was for me, I got extremely confused about it all. Steve sat with me and walked me thru the whole process making it seem effortless. He showed me more info on the Medigap plans than what the Medicare and you book goes into and was able to save me a bit more money. He went thru the PART D plans also and what I was thinking that I should sign up for was not what was the best plan for my situation. Thank you Steve for helping thru this confusing time of my life, getting me set up with my insurances for the future. I will be referring you to other folks as they near the magical retirement age!

Frequently Asked Questions About Colonial Financial Services

What types of insurance services does Colonial Financial Services offer?

Colonial Financial Services offers Medicare Insurance, Life Insurance including Final-Expense Life insurance, Annuities, and Retirement Planning services.

What are the business hours for Colonial Financial Services?

The business hours are Monday, Wednesday 8:00 AM to 4:00 PM; Tuesday, Thursday 8:00 AM to 8:00 PM; Friday 8:00 AM to 3:00 PM; Saturday 11:00 AM to 2:00 PM; and closed on Sundays.

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