Over thirty years ago a senior partner in my law firm asked me to get involved on behalf of an eccentric client who was the beneficiary of a trust fund. The client had had various problems and at times lived as a bag lady. I started practicing social work until I discovered Intervention Associates, which took over handling the care needs of my client in a much more cost-efficient and effective manner. That relationship continued for over thirty years until the client’s death in her 80s. Thereafter Intervention came to handle other clients of mine and, when the company went up for sale, I was pleased as Chairman of Friends Life Care at Home, to encourage us to acquire it because of “knowledge and expertise.” Since it was acquired, I have continued to refer clients and their families to Intervention Associates particularly in matters involving elder law and a need for placement in an institution at which Intervention Associates is expert. I can highly recommend their services to you.

-Samuel T. Swansen, Esq.

My experience with Intervention Associates spans more than 13 years. I continue to be impressed by the service they provide my clients and me in my role as trust advisor. They are a tremendous asset in the management of my accounts. I have used their service in many capacities; to see to the needs of an elderly trust client with distant or no relatives or for the minor or special needs beneficiary whose family is overwhelmed by the disability and require support services to adequately care for the individual. They have the ability to make a difficult and time-consuming account relationship easier to manage. Availability is never
an issue. They are always available.

I can recall many instances where their service proved invaluable, including those cases in which a hearing in Orphans’ Court was pending. The detail provided in their evaluations including their billing statements has proven to be invaluable in matters before the court.

I can honestly say that the involvement of Intervention Associates has improved the quality of life for many of my clients and has eased the management of various account relationships. I have worked with other case management services, but find that the level of service provided by Intervention Associates is second to none.

-Sheila Gibson
Vice President, PNC Advisors
June 2002