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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Company Overview
Portee Insurance
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. Our team of highly trained and experienced professionals works tirelessly to provide personalized solutions tailored to your needs and budget. From home and auto insurance for your family, we are here to help you reach your financial goals. We are passionate about what we do, and we take pride in being a reliable partner on your journey to financial success. Allow us to help you secure a prosperous and safe future today!
Vision
To be the preferred general insurance company for residents in the Carolinas.
Purpose
Multiply the positive influence we generate in our community.
Mission
Guide our clients in the process of choosing insurance to ensure they always have the necessary protection at the fairest price.
OUR VALUES
100 %
OVERCOMING
100 %
DIVERSITY
100 %
COOPERATION
100 %
TRANSPARENCY
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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Official Info
Working Hours
Mon - Fri 9: AM- 5:30 PM
Sat 9: AM- 5:30 Sun Closed
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