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 in Charlotte

Car Insurance

Drive with confidence - Your Car, Our Protection!

Tax Preparation

Don’t risk your finances, choose our tax preparation services!

General Liability Coverage

Shield your business with our liability policy!

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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Tips and Resources for Your Financial Peace of Mind

Discover practical guides, savings tips, and everything you need to know about insurance and taxes in North and South Carolina. Stay informed and make smart decisions to protect what matters most.

10
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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

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Life insurance

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Health insurance

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Car insurance

Car insurance

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Commercial Insurance

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Home insurance

Home insurance

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Financial Services

Financial Services

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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
Google star 1Google star 2Google star 3Google star 4Google star 5
Based on 231 reviews
Posted on Google Google
Jennipher Ramirez profile picture
Jennipher Ramirez
Google star 1Google star 2Google star 3Google star 4Google star 5
Si está buscando un servicio verdaderamente excepcional, con calidad y eficiencia al 101%, definitivamente debe visitar Portee Insurance. Viajé desde Charleston, SC, exclusivamente para realizar trámites de impuestos y auditorías con Sayda Martínez. Fueron 3 horas y 40 minutos de ida y el mismo tiempo de regreso, y puedo decir con total seguridad que valió completamente la pena. Cada minuto invertido se reflejó en un servicio impecable. Desde el momento en que llegas, el equipo de recepción te atiende con amabilidad, respeto y gran eficiencia. Y en cuanto a Sayda Martínez, su nivel de conocimiento, profesionalismo y dedicación es simplemente extraordinario. Realmente domina su trabajo y transmite total confianza en cada paso del proceso. Sin duda, una experiencia que recomiendo al 100%. Volvería a elegirlos una y otra vez.
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Celdi Alfaro profile picture
Celdi Alfaro
Google star 1Google star 2Google star 3Google star 4Google star 5
Love coming here been coming here for years! The whole staff is so kind they treat you like family highly recommended!
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Teresa Ramirez profile picture
Teresa Ramirez
Google star 1Google star 2Google star 3Google star 4Google star 5
Exlente sitio Dios les bendiga lo recomiendo
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Jhon Lopez profile picture
Jhon Lopez
Google star 1Google star 2Google star 3Google star 4Google star 5
Una atención excelente lo recomiendo 100%
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Diego Vargas profile picture
Diego Vargas
Google star 1Google star 2Google star 3Google star 4Google star 5
Excelente servicio y atención al cliente sin problema alguno
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Rebeca Estrada Pichardo profile picture
Rebeca Estrada Pichardo
Google star 1Google star 2Google star 3Google star 4Google star 5
Personalmente nos atendió Sayda, gracias a su profesionalismo y entrega en su trabajo nos ayudo demasiado a hacer nuestras taxes, a parte de ser una persona muy trabajadora está llena de vida y una vibra muy bonita que nos transmite confianza a mi familia y a mi. Muchas gracias 😊 excelente servicio
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Valentina Estrada profile picture
Valentina Estrada
Google star 1Google star 2Google star 3Google star 4Google star 5
Quiero recomendar ampliamente a mi contadora por el excelente servicio que nos brindó. Fue muy profesional durante todo el proceso y nos ayudó a obtener exactamente lo que estábamos buscando al momento de declarar nuestros impuestos. Se tomó el tiempo de explicarnos cada detalle de manera clara y nos ofreció los mejores consejos basados en su experiencia y conocimiento. Sin duda, su asesoría marcó una gran diferencia. ¡Totalmente recomendada!
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Stephanie Cruz Garcia profile picture
Stephanie Cruz Garcia
Google star 1Google star 2Google star 3Google star 4Google star 5
Sayda was very lovely towards my sister and I! She truly cares about her clients and makes you feel like you’re family! Definitely recommend her!! Will be back again soon! <3
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Ro Reyes. profile picture
Ro Reyes.
Google star 1Google star 2Google star 3Google star 4Google star 5
Portee insurance employees were very nice and helped me a lot with my taxes
Posted on Google Google
Monserrat Cruz Garcia profile picture
Monserrat Cruz Garcia
Google star 1Google star 2Google star 3Google star 4Google star 5
Great service and Sayda was attentive and great help with doing my yearly taxes. Would recommend!
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