Business Details
Your Trusted Partner for Medicare and Insurance Solutions
Founded on the principles of honesty and personalized service, Roberson Tierney has dedicated itself to providing tailored insurance and financial planning solutions. With over 35 years of industry experience, our team prioritizes client needs through one-on-one consultations, ensuring coverage aligns with individual circumstances. We specialize in Medicare planning, life insurance, long-term care, and financial strategies, offering comprehensive evaluations and ongoing support to adapt to evolving needs.Our commitment to transparency and client education empowers informed decisions, while our local presence in Burlington and Bristol, CT, ensures accessible, community-focused service. Recognized for exceptional client care, we measure success through the trust and satisfaction of those we serve, fostering lasting relationships built on integrity and expertise.
Services
Medicare & Me
Final Expenses
Financial Planning
Dental Vision and Hearing
Long Term Care
Highlights and features
- We offer 35+ years of experience in insurance and financial planning.
- Our team provides personalized Medicare evaluations and ongoing support.
- We prioritize client education and transparent, needs-based advice.
- We offer comprehensive coverage comparisons for Medicare and life insurance.
- Our local expertise serves clients in Burlington, Bristol, and beyond.
What people say
Service, knowledge and care
Expertly answered
Recommend the company
Services
Medicare & Me
Our Medicare planning service offers personalized evaluations to help clients navigate Supplement, Advantage, and Prescription Drug Plans. We provide annual re-evaluations, coverage comparisons, and ongoing updates to ensure alignment with evolving healthcare needs. With a focus on cost-saving strategies and client education, we simplify complex Medicare options for informed decision-making.
Final Expenses
Final expense life insurance protects loved ones from financial burdens by covering medical bills, mortgages, and funeral costs. We offer guaranteed issue and simplified underwriting options to ensure accessible coverage. Our team guides clients in selecting policies that preserve assets and provide peace of mind for end-of-life planning.
Financial Planning
Our financial planning service addresses retirement security through portfolio evaluations, risk assessments, and income strategies. We collaborate with registered investment advisors to optimize asset longevity and tax efficiency. By analyzing income needs and distribution phases, we create tailored plans to safeguard financial stability during retirement.
Dental Vision and Hearing
Affordable dental, vision, and hearing plans provide immediate coverage with no waiting periods or deductibles. We offer discounted services up to 60% off, including exams, prescriptions, and specialized care. These supplemental plans enhance existing insurance, ensuring accessible and cost-effective healthcare solutions for all ages.
Long Term Care
Long-term care insurance safeguards assets against the costs of assisted living, home care, or nursing facilities. We offer traditional policies and hybrid options combining life insurance with care benefits. Our team helps clients evaluate coverage to maintain independence and protect legacy assets from medical expenses.
People
Daphne Roberson
Founder and CEO
With over 35 years in insurance, Daphne Roberson specializes in Medicare and retirement planning. She prioritizes personalized service, guiding clients toward secure financial futures through compassionate, tailored advice.
Dana Homko
Client Service Advisor
Dana Homko manages client service and insurance needs, leveraging experience in health and life insurance underwriting. She simplifies policy processes and ensures clear, compassionate support for all client inquiries.
Madison Roberson-Levins
Medicare Specialist
Madison Roberson-Levins focuses on Medicare education and plan selection. Since 2018, she has helped clients navigate coverage changes, ensuring informed decisions through patient, hands-on guidance.
Peggy Cronin Gorham
Insurance Professional
Peggy Cronin Gorham specializes in Medicare insurance, offering personalized plan evaluations. Her approachable style ensures clients understand options while balancing healthcare needs and budget constraints.
Alee Roberson
Administrative Assistant
Alee Roberson supports daily operations with precision and professionalism. Her organizational skills ensure smooth administrative functions, enhancing team efficiency and client service delivery.
Questions
What services does Roberson Tierney offer?
We specialize in Medicare planning, life insurance, long-term care, financial planning, and supplemental health coverage to protect your health and assets.
Who is eligible for Medicare services?
Eligibility includes those aged 65+, individuals under 65 with 24+ months of Social Security disability, and those needing prescription or supplemental coverage.
How can I schedule a consultation?
Book an appointment online or call 860-379-6700 for a free consultation at our Burlington or Bristol, CT offices, or via phone.
Do you offer financial planning for retirees?
Yes, we provide retirement planning, asset protection, and income strategies through personalized evaluations and partnerships with registered investment advisors.
What support exists for ongoing policy changes?
We provide annual re-evaluations, email updates on coverage changes, and client representation during insurance appeals or grievances.
Reviews (4)
Jane Achille
May 27, 2022
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Madison has been a AMAZING resource, helping getting me set up with insurance and state aid and other programs. She is available via phone, Senior Center or email. Always supplies assistance and helps us understand how things work in a VERY timely matter. She has been helping us since 2019 and we couldn't have gotten this far without ALL of her kind and caring assistance. Roberson Tierney was recommended to us and we are THANKFUL and GREATFUL for that referral.
Veronica Magistrali
May 23, 2022
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I made an appointment at Roberson Tierney & Associates after listening to a seminar on Retirement options at the library. The staff are very friendly and knowledgeable about retirement planning. One of the associates interviewed me about my needs and went right to work finding the right plan for me. We traded phone calls with more details, then at a second meeting, my retirement plan was laid out for me.
She also told me that every year they would research new Medicare plans to see if my options have changed. Retirement plans, RX plans and options can be very confusing, The staff at Roberson Tierney & Associates made the whole process less stressful.
She also told me that every year they would research new Medicare plans to see if my options have changed. Retirement plans, RX plans and options can be very confusing, The staff at Roberson Tierney & Associates made the whole process less stressful.
Olga Acosta
May 21, 2022
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Our experience with Robertson Tierney and Associates has been very positive. Margaret Gorman was very helpful when we were researching different Medicare Health Insurance plans. She also took care of one of my sisters Medicare Insurance needs at a very difficult time in her life. Her daughter told me Margaret was very helpful and responsive whenever she needed her assistance. My husband and I greatly appreciate her efforts.
Bill Horton
May 17, 2022
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I have been a property-casualty insurance agent for over 30 years, but knew nothing about Medicare and the entire process of moving to that platform successfully. And there are so many options (and TV commercials, and flyers, and pop-ups.). Daphne was recommended to me by another PC agent, and he was spot on with his recommendation. Daphne knows her stuff inside and out and had great options for me.
She walked me through the signup process and made the entire process both understandable and 'smooth sailing'. Daphne is one of the most professional and knowledgeable agents of any type that I've ever met in my long career. I'm glad I found her!
She walked me through the signup process and made the entire process both understandable and 'smooth sailing'. Daphne is one of the most professional and knowledgeable agents of any type that I've ever met in my long career. I'm glad I found her!
