Senior Plan Advisors
Wake Forest, NC · Health insurance agency
- Address
- Senior Plan Advisors, 845 S Main St, Wake Forest, NC 27587
- Phone
- (919) 435-1801
- Website
- seniorplanadvisors.org
- Status
- Closed · Opens 9 AM Mon
Senior Plan Advisors is an insurance agent located in Wake Forest, NC. It is one of 27 insurance agents listed in Wake Forest. Its 5.0-star rating is above the Wake Forest city average of 4.6 stars. It ranks #13 of 27 insurance agents in Wake Forest. There are 10 photos associated with this location.
About Senior Plan Advisors
Senior Plan Advisors is an independent agency dedicated to the Medicare Population. We specialize in helping people through the Medicare process and being their local agent. We offer Supplemental, Medicare Advantage, and Part D prescription options.... More
Hours
| Saturday | Closed |
Customer Reviews
I attended a seminar Jason held in 2017 explaining the various Medicare options. The presentation was professional and insightful. I met with him later that year to select my Medicare supplement and prescription drug coverage. He follows up with me in the fall of each year to review my plans and help me select the coverage and pricing that benefit me best. Jason is knowledgeable and honest and keeps the best interests of his clients at heart. I highly recommend him
My husband and I have been going to Senior Plan Advisors for several years now. Jason has been very helpful to us in choosing Medicare, supplemental, and prescription drug plans. He is knowledgeable about the companies he represents. Each fall we meet with him to review our coverage, and he recommends either to stay with what we have, or change depending on our individual needs. We would certainly recommend him to anyone looking for help making these decisions.
Jason gave us a clear explanation of the coverage options that were available based on our primary and specialty care needs and our prescriptions needs. He always takes the time and care to evaluate our situation, understand our needs and evaluate the changing array of coverage options. His proposed plans recommendation will provide us expanded benefits at a combined savings of over $500 per month.
Jason has been our advisor since moving to Raleigh and has saved us much money and much peace of mind. In our pre retirement years we were active professionals reasonably cognitively in tact 🤪and found the maze of Medicare info a daunting task by any standard. At this busy time a year we benefitted from his full attention and are so grateful.
Thank you, Jason! Your attention to my Mother-in-law's specific needs as they pertain to her health and subsequent costs was amazing! I always appreciate a professional who is willing to work for his client in a way that lets them know they are important. You are the best!
Accessibility & Amenities
Services
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This listing is informational. Contact the business directly to verify credentials, services, and availability.