Carolina Advantage Retirement

Lexington, NC · Insurance broker

Rating
5.0/5
★★★★★ 5.0
Reviews
11
Rank in Lexington
#12
of 26 insurance agents
City Percentile
84%
rating percentile
Address
Carolina Advantage Retirement, 945 Tussey Rd, Lexington, NC 27295
Phone
(336) 239-8707
Website
www.carolinaadvantageretirement.com

Carolina Advantage Retirement is an insurance agent located in Lexington, NC. It is one of 26 insurance agents listed in Lexington. Its 5.0-star rating is above the Lexington city average of 4.6 stars. It ranks #12 of 26 insurance agents in Lexington. There are 7 photos associated with this location.

About Carolina Advantage Retirement

At Carolina Advantage Retirement, our mission is to assist you in creating an individualized retirement plan based of your specific needs. We offer medicare advice along with financial planning to set you up with a worry free retirement all across... More

Customer Reviews

★★★★★ 5.0 Jan Corriher-Smith · Feb 2024

I highly recommend Carolina Advantage Retirement. Daniel was able to help my 91 year old mom with insurance after the company who was insuring her was sold and no longer provided retiree coverage. He got her covered quickly and in a better plan than she had before. Daniel made looking at all the plans easy to know what was right for mom.

★★★★★ 5.0 vickie · Feb 2024

I would give this business a 10 star rating but since there is only 5 stars I will give it 5 stars. Trevor was very helpful and very knowledgeable. This is a fantastic business. They care about their clients and are there to answer any questions that you may have. I have recommended this business to several people. If you are getting to retire or starting Medicare and you have questions give this business a call. You will be glad that you did. Thanks for all your help to me. Vickie Wilkes

★★★★★ 5.0 Vivian Pulcini · Feb 2024

Carolina Advantage Retirement is the easiest most helpful company to work with! They are the nicest people you’ll ever meet! They made retiring for me a breeze! I can’t thank them enough.

★★★★★ 5.0 Michele Millican · Feb 2024

They are always there for you. Returns calls, text messages and helps you find the best of the plans you need! I’ve worked with Shannon and Trevor and they have been more than helpful!!

★★★★★ 5.0 Victor Kent Phillips · Feb 2024

Daniel made the process painless. I would Highly recommend you contact him for all your Medicare Supplemental needs !

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Insurance broker

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This listing is informational. Contact the business directly to verify credentials, services, and availability.