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Comments and Success Stories
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Patrick Delessio CSA, CEPS
Safeguard Agencies
40th Avenue Professional Center
2050 40th Avenue
Suite #9
Vero Beach, Florida 32960
PH: 772-978-0800
Fax: 772-978-1720
Toll: Free 1-888-875-4466
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Patrick-It was good to ... learn that our collective efforts of the past several months have been rewarded. To say that you have been a tower of strength in providing the professional guidance needed through our lengthy bureaucratic journey is the understatement of the year. The courtesy, kindness and concern you have shown to me, Pam and Lawrence over these months has been over and above the call. Certainly no one could have exceeded your patience, professional knowledge and follow-through. The Mahoney family is indeed indebted to you. Best regards.
Frank Mahoney.
Vero Beach, Florida
Thank you for all you have for us in dealing with my Dad’s finances. You not only advised us on the direction to take, but also gave us more than one option. When it came time to apply for additional funding, you were there for us, too.
You are always available, responsive and diligent in your work. We actually felt like we must be your only clients! Thank you for putting forth 110% effort in all you have done. It is comforting to know someone with the knowledge you have cares individually for us, your client.
Thanks again,
G&P
My mother-in-law had reached the point where she was unable to care for herself at home and was in failing health. She ended up in the hospital. Since my husband was the only child, the responsibility rested solely on our shoulders to help her. The doctor approved her being transferred to the local nursing home. She had very little funds, so we had to apply for Medicaid immediately to pay for her care.
Patrick DeLessio was a tremendous help in walking us through the requirements and explaining the different forms that were necessary to file for Medicaid. In a very stressful time, it was comforting to be able to lean on someone who was so knowledgeable to help answer our questions and guide us in the right direction. I would highly recommend Patrick DeLessio in assisting anyone in the different aspects of the Medicaid system.
Janis Wallace - Ghent, NY
…my husband was 18 years my senior, so when it became necessary to put him in a nursing home, it was imperative that my income be safeguarded for my life expectancy of 20 or more years……..you aided me in guaranteeing my income remain stable and safely invested. Thank you Patrick. ….
M.J.F. - Vero Beach , FL
I was instrumental in introducing Patrick to a resident at the Courtyards of Vero Beach. The resident,( I’ll refer to him as “John”) had too much money to qualify for financial assistance from Medicaid, but too small of an amount to make up for the arrears of partial monthly rent payments that had accumulated due to expected payments from the Veterans Administration that never came about. Faced with eviction John has applied for assistance from Medicaid only to be denied because of his assets that were too small to pay the back rent but too great to qualify for assistance. Patrick acted as John’s Designated Representative, aided him in setting up a burial fund, settled with the ALF for back rent and presented John’s case to DCF (Medicaid) in a coherent way so that John, with no where else to go, would have a roof over his head, personal and medical care, companionship, and regular cooked meals for the remainder of his life……….Thank you. ……
J.A.N. - Vero Beach, FL
When we were faced with the fact that my mother needed to be in a Nursing Home, panic set in. How are we going to pay for this? How long will the savings last? Then what do we do? We were very lucky to find Patrick. He guided us through the Medicaid mess and explained our options. We were able to have mom qualify Medicaid and dad doesn't have to lose everything they have worked their whole lives for!
Thank you Patrick!
PJD- Foxboro, MA, LJM- New York, NY, FXM-Vero Beach, FL
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