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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Get Your Free Insurance Quote Now

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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?
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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.

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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
Google star 1Google star 2Google star 3Google star 4Google star 5
Based on 207 reviews
Posted on Google Google
Shawneese profile picture
Shawneese
Google star 1Google star 2Google star 3Google star 4Google star 5
My family been going here for years good company they will work with you very friendly and family service
Posted on Google Google
Veronica Mejia profile picture
Veronica Mejia
Google star 1Google star 2Google star 3Google star 4Google star 5
Muy satisfecha con el servicio que nos brindaron, es muy difícil encontrar un lugar que cumpla con la amabilidad, responsabilidad y honestidad! Pero finalmente lo encontramos! Los recomiendo al 100% Si está buscando un lugar donde hacer sus impuestos esta es su mejor opción! 🤩
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Lazaro Calixto profile picture
Lazaro Calixto
Google star 1Google star 2Google star 3Google star 4Google star 5
Muy amable y servicial
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Emma Reyes profile picture
Emma Reyes
Google star 1Google star 2Google star 3Google star 4Google star 5
Excelente servicio! Tengo varios años que hago mis impuestos con Sayda y cada vez es muy amable y eficiente.
Posted on Google Google
Andy Alfonso profile picture
Andy Alfonso
Google star 1Google star 2Google star 3Google star 4Google star 5
Sayda me atendió de lo más fenomenal. Todo fue muy rápido, y barato. Yo recomiendo que vengan con ella el 100%
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Lakshmi Alfaro profile picture
Lakshmi Alfaro
Google star 1Google star 2Google star 3Google star 4Google star 5
Sayda is very nice and helpful. My family and I always enjoy coming to her to do our taxes. She provides excellent service!
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Some Of Our Partners