Google Reviews
Extremely knowledgeable and helpful in clarifying the Social Security and Medicare process!
Rating: 5 Stars

Service: Social Security
Mr. David Westgate was extremely knowledgeable and helpful in clarifying the Social Security and Medicare process. By thoroughly answering all my questions, I am now more informed as to what steps need to be taken in order for me to move forward and make a decision.
05/14/2025
J. Barboza
Kind and patient and went above our expectations!
Rating: 5 Stars

Service: Medicare
David is such a pleasure to work with. He is kind and patient and went above our expectations! He provided much valuable information regarding the medicare program and additional coverage choices. We were very impressed with his knowledge and understanding of the system, and look forward to our next meeting.
05/13/2025
S. Aranda
I will be recommending him to all my friends!
Rating: 5 Stars

Service: Medicare
David has been a very big help with my Medicare sign up and helping me by talking me through some of the things I was having a problem with… I will be recommending him to all my friends…
03/25/2025
Diana A.
Very helpful in the whole process!
Rating: 5 Stars

Service: Social Security
David was wonderful! He helped us getting set with Social Security. He was very helpful in the whole process!
03/04/2025
David was terrific in helping me get my Medicare Advantage plan!
Rating: 5 Stars

Service: Medicare
David Westgate was referred to me via a colleague at work, and he was terrific in helping me get my Medicare Advantage plan selected and the enrollment closed. I gave him the names of my doctors and prescription medications, and he came back with a great plan. All done via email and a simple video call. Highly recommended.
01/26/2025
D. MacIntyre
David was extremely helpful!
Rating: 5 Stars

Service: Medicare
David is very knowledgeable and was extremely helpful with navigating through Medicare options.
01/21/2025
L. Davis
Helped us greatly and saved money!
Rating: 5 Stars

Service: Medicare
David helped us greatly and saved us money and helped us find a much better Medicare Advantage Plan! Very pleased.
01/11/2025
Robert P.
I highly recommend him for his wealth of knowledge!
Rating: 5 Stars

Service: Medicare
David is always on top of benefits that could help people out. He has been a wealth of knowledge in helping out my mom and my father in law to get the best insurance plans available for their needs. I highly recommend him!
01/09/2025
Tresa S.
Very professional and good experience!
Rating: 5 Stars

Service: Medicare
I had a very good experience visiting with David and Nancy at Ideal Workplace. I was directed into a plan that was right for me. I recommend anyone looking for a Medicare advantage plan to visit this business. Very professional!
12/03/2024
Bob S.
Great genuine help
Rating: 5 Stars

Service: Financial
I really had no idea how I would have money for my retirement. I met with David and Nancy and they showed me a way. I am now able to save money and have hope for an early retirement. They offered great genuine help!
11/30/2024
Jenny P.
Izzy liz “They took me in earlier and offered to help me with my appt problem. Professional, friendly, fast and easy. Go here if you can!”

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