Laurels

Best Insurance Agencies in Charlotte
2021

Why These Insurance Agencies?

Our goal is to connect people with the best local experts. We scored Charlotte Insurance Agencies on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 178 114 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Acceptance Insurance

Acceptance Insurance is an independent agency working with a variety of top-rated carriers to provide its clients with effective coverage. The company offers individuals term life insurance options to provide for their family, pay mortgages, and provide their children's college education. A well-planned life insurance policy can be a valuable financial tool. The Acceptance Insurance agents take the time to get to know their clients, their current circumstances, and future goals to assist them with maximizing their plans.

2349 Cherry Rd Ste 13
Rock Hill, SC 29732

Website

Baucom Wealth Management, Inc.

Baucom Wealth Management Inc. provides a variety of wealth management tools, including life insurance. In operation since 2003, the independent insurance company partners with a variety of highly ranked providers. By working with a range of companies, Baucom Wealth Management is able to tailor the plan that maximizes its clients' goals and provides the greatest security. The company also assists clients with wealth and business planning as well as portfolio management.

1036 Branchview Dr Ste 206
Concord, NC 28025

Website

CoSaint Insurance

CoSaint Insurance is an independent agency offering its individual and commercial clients options. The company works with a variety of carriers to provide term and permanent life insurance plans tailored to meet its clients' needs. Its agents consult with clients to evaluate their current circumstances and goals. They coordinate a policy that works for the individual's situation, such as providing for a spouse with deteriorating health or a grandchild. Life insurance helps protect family members and assets.

13850 Ballantyne Corporate Pl Ste 500
Charlotte, NC 28277

Website

Gateway Retirement

Gateway Retirement has been providing financial options for retirees since 2004. As an independent insurance agency, the company offers its clients a versatile array of life insurance products available through a select group of top-level providers. Gateway Retirement evaluates each client’s situation to determine the best course of action for maximizing benefits. The company's agents assess the individual's current financial circumstances and responsibilities as well as future goals to ensure optimal protection with the appropriate policy and coverage. Gateway Retirement is the only agency in the area that deals with all major foundations for retirement, which include Medicare planning, Social Security planning, long-term care, home health care, and financial planning for retirement.

2025 Ebenezer Rd Ste G
Rock Hill, SC 29732

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LJM Heritage

LJM Heritage combines insurance and asset protection with social work to provide its clients with the security of safeguarding their families and assets. The independent health insurance company in Charlotte partners with several insurance carriers to enable it to deliver the most effective coverage possible. LJM Heritage works with individuals, families, and small business owners, educating them about the necessity of protecting family lifestyle and assets through appropriate health and life insurance coverage.

3325 Washburn Ave Ste 213
Charlotte, NC 28205

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Turning Point Financial

Founded in 2005, Turning Point Financial is a registered investment advisory firm dedicated to making recommendations that improve its clients' financial well-being. The company's life insurance planning ensures individuals are protected by the right type of policy and the correct amount of coverage. Its team works with clients to determine their current financial situation and future goals. The company offers a variety of plans through partnerships with top-level providers that help ensure family and asset security.

13850 Ballantyne Corporate Pl Ste 500
Charlotte, NC 28277

Website

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