At Portee Insurance, we believe that financial security is key to achieving a fulfilling and satisfying life. With over 10 years in the industry, we offer a wide range of insurance and financial services designed to protect what matters most to you.

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(704) 919-1925

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Insurance Solutions

Car Insurance

Drive with confidence - Your Car, Our Protection!

Health Insurance

Don’t risk your well-being, chose one of our health insurance!

Life insurance

Secure your future and your family’s with our life insurance

Commercial

Offers two essential policies for comprehensive business.

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10 +

Years Experience on insurance
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Top Award-Winning Insurance Companies

At Portee Insurance, we understand that financial security is crucial to protect what matters most in life. That's why we offer a wide range of insurance and financial services designed to meet your needs and budget.

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Portee Insurance provides coverage to residents and businesses in North Carolina and South Carolina only.

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Have any questions And answers

What do I need to open a policy?

An identification, a U.S. driver's license, or one from your country.

es, but insurance companies have to report proof of your insurance, and you have 30 days to register the vehicle in your name.

The insurance is a non-owner policy.

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The Insurance Journey

01
Get Started

Insurance is a contract between an individual entity

02
Enter Details

During the meeting, the insurance agent or broker will

03
Review Quote

After the meeting, the insurance agent will provide

04
Purchase Policy

If the individual or business decides to proceed with

renters-insurance
Life insurance

Life insurance

renters-insurance
Health insurance

Health insurance

renters-insurance
Car insurance

Car insurance

renters-insurance
Commercial insurance

Commercial Insurance

renters-insurance
Home insurance

Home insurance

renters-insurance
Financial Services

Financial Services

renters-insurance
Notary Services

Notary Services

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Customer Feedback on Our Services

How responsive and helpful are your customer service representatives ? Do customers feel that their questions and concerns are being addressed in a timely and effective..

4.8% Customer Satisfaction based on 50+ Reviews and 530 Objective
Resource
Excellent
Based on 153 reviews
Senia Godinez
Senia Godinez
2024-04-02
Super friendly, very helpful and they took the time to educate us as first time taxpayers!!
Noemi Caudillo
Noemi Caudillo
2024-04-01
Super nice and will strive to help you as much as they can! I recommend this place!
Celdi Alfaro
Celdi Alfaro
2024-03-28
Did an amazing job filling my taxes. Good customer service. Really honest work there’s not other place like this one .
Ilani Alfaro
Ilani Alfaro
2024-03-23
La verdad que es muy agradable hacer mis impuestos con zaida es super nice y muy amigable y super confiable se los recomiendo esta de 100
Yariseth Guerrero
Yariseth Guerrero
2024-03-22
I’ve been coming to Sayda for years now and she has always been the best financial adviser I could ask for. She is kind, and patient, and so down to earth it gives me so much joy to come see her every year. I would encourage any and everyone to consider booking with Sayda for whatever financial assistance is needed and I trust that the decision will not be regretted. Genuinely think she is the best of the best!
Jami Flores
Jami Flores
2024-03-22
My favorite person in Charlotte.
Emmanuel Pagan
Emmanuel Pagan
2024-03-21
I’ve been doing my taxes with saida for over 2 years now & it’s been awesome, she always gets me right no matter what and answer ALL of my questions without hesitation. I truly recommend it.
Ashley Hernandez
Ashley Hernandez
2024-03-16
super good experience, she was so nice and helpful
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Some Of Our Partners