Best Insurance Agencies in Charlotte

18 Best Charlotte Insurance Agencies

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We scored 178 Insurance Agencies in Charlotte, NC and Picked the Top 18

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.

All Graham Insurance Solutions has provided its clients with comprehensive insurance options for more than 15 years. The independent life insurance agency in Charlotte works with a large network of insurance carriers to deliver the coverage its clients require. Offering whole, term, and universal life insurance options, the company's agents tailor plans to ensure the protection of family and assets. All Graham Insurance Solutions also provides health insurance and Medicare plans that are aligned with individual circumstances.


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.

Churchwell Insurance Agency has access to 37 top-rated insurance carriers to ensure it effectively delivers the policy that best meets its clients' needs. The independent agency's life insurance options are determined after a comprehensive consultation with the client to determine current financial circumstances and future goals. Its agents work with individuals to define beneficiaries, mortgage and debt responsibilities, and final expenses. The company also offers personal home and auto umbrella and commercial insurance plans.

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.

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.


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.


Main Street Insurance Group offers its clients a comprehensive suite of insurance solutions. The independent life insurance company in Charlotte consults with individuals to determine their current financial circumstances and future goals. They assess age and health in addition to earning potential, mortgage and debts, and children's education to comprise an accurate evaluation of necessary coverage. Main Street Insurance Group also offers individual health insurance options as well as group programs.

Partners Insurance Agency has provided its clients with a variety of insurance options since 1925. The company specializes in Erie Insurance products, including life insurance choices. Its agents work with individuals to determine the most effective course of action to protect their loved ones and assets. Each plan is specially tailored for the individual and may include mortgage protection and final expense insurance in addition to the base policy. Partners Insurance Agency also offers fixed annuities.

Peco Insurance is an independent life insurance agency in Charlotte offering its clients personalized options through a variety of carriers. The company's agents consult with individuals to determine their family and property obligations and long-term goals. They develop a strategy utilizing whole, term, universal, or variable universal life insurance options to maximize its clients' coverage and protection. The company also offers vehicle and property insurance as well as business owner packages.

Founded in 2001, Poterack Capital Advisory Inc. is an independent agency offering its clients a wide range of insurance options. The life insurance agency in Charlotte utilizes its expertise in financial planning and estate management to effectively consult with clients about the most effective options for their current circumstances and future goals. The company's agents evaluate term, whole, and universal packages and the benefits each offers the clients' estates and beneficiaries.

Roma Insurance Agency has delivered individualized insurance options for more than 20 years. The independent agency collaborates with a variety of providers to ensure its clients receive the coverage they require. The multilingual company works with the English, Spanish, and French-speaking communities to offer effective life insurance plans that protect their clients' families as well as their assets. With options that include 10, 20, and 30-year term policies, individuals can maximize their investments.

Soby Insurance is an independent agency providing its clients with insurance options since 2013. The health insurance company in Charlotte partners with a varied selection of insurance carriers to offer its clients the most comprehensive services. Its team evaluates its clients' circumstances and matches PPO, HMO, FFS, and POS choices. In addition to health coverage, Soby Insurance provides supplemental riders, such as dental and vision care. The company's agents also consult with clients interested in life insurance protection.

Springs Insurance has delivered individualized attention and insurance solutions for more than 80 years. The independent agency works with a variety of providers to offer its clients effective coverage tailored to meet their specific needs. The company's agents consult with individuals to assess their current circumstances and future goals, evaluating the best course to protect their spouses, children, homes, and assets in the event of death. Springs Insurance also offers auto, home, and business coverage options.

The Ryan Insurance Group utilizes more than 30 years of financial service experience to tailor its insurance plans to meet its clients' needs. The independent agency partners with a select group of top-tier insurance providers to deliver the life insurance packages clients require. Offering term, universal, and whole life options, The Ryan Insurance Group evaluates the individual's current circumstances and future goals to ensure the mortgage and other debts are covered, children have college costs secured, and assets are protected.


TreeceCo Financial provides its clients with investment and financial management strategies. The company is an independent insurance agency, offering its clients a variety of options from top-tier providers. One aspect of asset protection is a well-honed life insurance policy. The company's team works with individuals interested in providing for their loved ones after they're gone, managing debt obligations, such as mortgage payments, and protecting the assets they've built up through the years.

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.

Your Funding Tree provides developing businesses with funding solutions that include employee benefits and group health insurance options. The life insurance company in Charlotte offers options for the company's employees to protect their families and assets. Additionally, Your Funding Tree works with a variety of carriers to deliver health care plans, such as PPO, HMO, FFS, and POS to meet its clients' needs. Supplemental coverage includes dental, medical savings accounts, and prescription drug coverage.

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