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Bob Bate Insurance & Financial Services, LLC

19 Reviews | Leave a Review
200 McCellion Ave (GPS Location)
Seneca, SC 29678 2 Other Locations to Serve You
(864) 653-3834

Recent Reviews for Bob Bate Insurance & Financial Services, LLC

7/19/2023
After losing COBRA health care coverage 18 months into early retirement, we first turned to Bob Bate as our indispensable partner to guide us through the complex, confusing private health insurance journey. Bob has worked to find cost-competitive plans that best meet our needs and actually deliver real coverage when needed. We meet annually to review changes in the marketplace and adjust our coverage accordingly. When I approached 65, Bob helped me select the Medicare and Drug Part D supplemental plans best for me. He is very knowledgeable, client focused and not at all pushy. I recommend him highly.

5/1/2019
Excellent service. Helpful, and thorough knowledge of the industry.

10/2/2018
Excellent and responsive service, knowledgeable and professional.

4/20/2018
After 32 years with an upstate company, my position was eliminated in a corporate restructure, Not oonly did I loose my income, but my health care coverage and life insurance coverage as well. Don Fortney was very helpful in assisting me in obtaining affordable health care coverage. Don saved my wife over $1,200 per month vs, Cobra coverage. Don also took the time to understand our life insurance needs and assisted in finding an affordable monthly rate for the desired coverage, I would strongly recommend meeting with Bob or Don at Bate Insurance agency for any insurance needs!

4/13/2018
We learned about Bob through a number of very happy clients of his. We were new to the area, and at a loss who to turn to as we approached Medicare and Social Security. We are thankful to have found Bob. He patiently, professionally, and understandably reviewed our options, and made suggestions based on his experience. He made the process easy for us, as we were way out of our league in this area. I heartily recommend Bob Bate for any service. If it's out of his domain, he will point you to someone else you can trust. And, he has great pens. Thanks, Bob

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