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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Insurance Solutions
Insurance Solutions
Health Insurance
Tailored to your individual needs, our health insurance policies offer the confidence and support necessary to care for yourself and your family.
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Life Insurance
Secure your future and the well-being of your loved ones with our exceptional life insurance service. In a world full of uncertainty, we provide the peace of mind needed to face any unforeseen situation.
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Personal Car Policy
Our personal car policy is the perfect solution to safeguard your vehicle against accidents, theft, damages from natural phenomena, or any unforeseen events.
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Commercial Car Policy
Our commercial car policy is the perfect solution to protect your vehicles and business from accidents, theft, natural damages, and other unforeseen events.
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General Liability Policy
Protect your business against claims and lawsuits with our general liability policy.
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Workers’ Compensation Policy
Our workers' compensation policy ensures comprehensive protection for your employees and business in the event of workplace accidents, covering medical costs and lost wages.
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Homeowners Policy
Secure your home and belongings with our homeowner's policy, providing comprehensive coverage for unforeseen events like fires, theft, or damages from certain natural occurrences.
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Renters Insurance
Safeguard your investment in rental properties with our apartment rental policy, providing comprehensive coverage for property and liability in case of accidents or property damage.
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Insurance Solutions
Finacial Services
Dental Insurance
Unlock the confidence of a radiant smile while safeguarding your oral health with our comprehensive dental insurance, offering coverage for essential preventive and restorative services at affordable rates.
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Real Client Stories
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
Senia Godinez2024-04-02Super friendly, very helpful and they took the time to educate us as first time taxpayers!!Noemi Caudillo2024-04-01Super nice and will strive to help you as much as they can! I recommend this place!Celdi Alfaro2024-03-28Did an amazing job filling my taxes. Good customer service. Really honest work there’s not other place like this one .Ilani Alfaro2024-03-23La verdad que es muy agradable hacer mis impuestos con zaida es super nice y muy amigable y super confiable se los recomiendo esta de 100Yariseth Guerrero2024-03-22I’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 Flores2024-03-22My favorite person in Charlotte.Emmanuel Pagan2024-03-21I’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 Hernandez2024-03-16super good experience, she was so nice and helpful
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Working Hours
Mon - Fri 9: AM- 5:30 PM
Sat 9: AM- 5:30 Sun Closed
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