Carolina Advantage Retirement - Lexington, North Carolina

Carolina Advantage Retirement

Carolina Advantage Retirement is a reputable insurance brokerage firm located at 945 Tussey Rd, Lexington, NC 27295. Established to provide comprehensive insurance solutions for individuals in their golden years, this company has built a strong reputation for helping clients navigate the complexities of retirement planning with ease and confidence.

With a team of experienced and knowledgeable professionals led by Daniel, Carolina Advantage Retirement specializes in offering tailored insurance plans that cater to the unique needs and preferences of each client. Their dedication to exceptional service and commitment to delivering the best possible outcomes has earned them a loyal clientele and numerous positive reviews.

The company's office is easily accessible, featuring a wheelchair-friendly entrance and ample parking lot, ensuring that all clients can visit with ease. Additionally, Carolina Advantage Retirement's online presence is strong, with a user-friendly website (carolinaadvantageretirement.com) providing valuable resources and information for prospective clients.

Carolina Advantage Retirement has received an impressive average rating of 5 out of 5 stars based on 11 reviews on Google My Business. Clients consistently praise the company for its personalized attention, in-depth knowledge, and ability to find the most suitable insurance plans to fit their budgets and coverage needs. One particularly satisfied customer shared their experience, stating, '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.'

With a strong focus on customer satisfaction and a proven track record of delivering exceptional results, Carolina Advantage Retirement is undoubtedly a top choice for anyone seeking reliable and comprehensive insurance solutions during their retirement years.

Specialties: Insurance broker

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot

Phone: 62398707

Website: carolinaadvantageretirement.com

👍 Reviews of Carolina Advantage Retirement

Jan C.

5/5

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.

vickie

5/5

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

Vivian P.

5/5

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.

Michele M.

5/5

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!!

Kent P.

5/5

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

Jim M.

5/5

My experience was simple and very helpful. Trevor answered all of my questions. He was very knowledgeable about the coverage I needed.

Ricky L.

5/5

Carolina Advantage Retirement is outstanding.Very knowledgeable and professional

Lorilynn M.

5/5