veteransadvantagefinancial.vet

5
5 Based on 160 reviews

Veterans Advantage Financial is a trusted Medicare and retirement planning firm that works exclusively with veterans and their families. Founded by Christopher Duncan, a Certified Medicare Insurance Planner™ and Retirement Income Certified Professional®, ...

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Average Rating

5

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5

160 Reviews

5 Star
98%
4 Star
2%
3 Star
0%
2 Star
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1 Star
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Kathy Marquez
Mr. Dana Fike has been so helpful and pleasant to work with concerning my Medicare plan. I would hi

Mr. Dana Fike has been so helpful and pleasant to work with concerning my Medicare plan. I would highly recommend him to anyone!

5
Date of experience: Feb 18, 2026
lenny martinez
My Name is Lenny Martinez..I'm a Air Force Veteran that knew very little how Medicare worked..Dana e

My Name is Lenny Martinez..I'm a Air Force Veteran that knew very little how Medicare worked..Dana explained in detail and answered all questions I could think of..I appreciate Cris,Staci and Dana for helping me understand and saving me 90% total Medicare cost includes part C ..Highly recommend asking them for assistance if you are a Veteran turning 65 years old..

5
Date of experience: Feb 17, 2026
Federico Vargas
My experience with this company represented by (Staci) was a major stress reliever by far. Stacie wa

My experience with this company represented by (Staci) was a major stress reliever by far. Stacie was very knowledgeable, professional, major people skills in communication. Staci helped me enroll for Medicare Part A, Part B and now Part C explained each part in its fullest. Thus company reaching out to enroll me just in time to avoid future penalties. I will definitely recommend this company to all fellow military members, family, friends and others.

5
Date of experience: Feb 09, 2026
Jamey Ploof
I was very confused about how all this worked with va sending my medicine to me through the mail Col

I was very confused about how all this worked with va sending my medicine to me through the mail Colby really helped me with lowering my cost significantly will be glad to let anyone else I know to call
THANKS AGAIN COLBY

5
Date of experience: Feb 02, 2026
Horace
Turning 65 doesn't have to be overwhelming!

Reaching 65 shouldn’t be that stressful! I was overwhelmed by calls and messages until I decided to set up an appointment with this organization. Jeff was assigned to assist me, and I was prepared to discuss the advantages and disadvantages of getting a plan. As I interrupted him, Jeff kindly asked me to let him speak, and I obliged. I listened intently, and by the time he finished, I felt a wave of emotion, realizing that turning 65 was not a daunting milestone for me. It was a plan tailored specifically for me as a disabled veteran. Thank you, Jeff, for your patience and for understanding my frustrations. You truly brightened my day!

5
Date of experience: Dec 12, 2025
Chadwick Cook
Extremely Satisfied with the Support Received

I am extremely satisfied with the assistance I received. Figuring everything out was quite overwhelming for me, especially with Medicare. However, the representatives took the time to explain everything clearly and guided me towards the best options for my situation. They presented my choices without any pressure to make a purchase, focusing solely on helping me. I truly had no understanding of the process, and I feel fortunate to have had their support in identifying the various programs I needed. I highly recommend their services; if I could give them 10 stars, I certainly would. Don’t hesitate to reach out; they are genuinely there to assist you.

5
Date of experience: Dec 11, 2025
Freddy B.
Knowledgeable and Helpful Support

Demonstrated a strong understanding in outlining my options and effectively addressed all of my inquiries. Truly communicates well with veterans. I appreciate all the assistance provided.

5
Date of experience: Dec 11, 2025
Juno Barnes
Exceptional assistance and expertise

The representative was incredibly helpful and professional. Their extensive knowledge of veteran health care is unmatched. They successfully secured my benefits once again. I can't express my gratitude enough. Thank you once again.

5
Date of experience: Dec 05, 2025
Chuck Scott
Outstanding support from Colby!

Colby provided exceptional assistance! He communicated everything clearly and made the entire experience seamless. This organization truly prioritizes Veterans. Feel free to contact them; they are there to support you.

5
Date of experience: Dec 04, 2025
Vilma Turner
Exceptional service from a dedicated representative

The representative was extremely professional and kind. He went the extra mile to make sure I received coverage when I became eligible. Additionally, he managed to reduce my premium. I am very satisfied with the service I received from the company.

4
Date of experience: Dec 03, 2025

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Business Details

  • Veterans Advantage Financial is a trusted Medicare and retirement planning firm that works exclusively with veterans and their families. Founded by Christopher Duncan, a Certified Medicare Insurance Planner™ and Retirement Income Certified Professional®, our mission is to help veterans maximize the benefits they’ve earned—without the confusion, sales pressure, or government red tape.

    We specialize in Medicare Part B premium REFUNDS, TRICARE for Life coordination, and financial planning strategies designed specifically for veterans. Our services are free of charge to veterans under Medicare rules, and we are licensed in all 50 states.

    At Veterans Advantage Financial, we speak veteran—and we’re proud to serve those who served.See more

  • email chris.d@wespeakveteran.com
  • call 8889608387
  • language https://veteransadvantagefinancial.vet

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