Charlotte Insurance Agency | Buckalew Financial Services

Welcome to Buckalew Financial Services, your trusted independent insurance agency in Charlotte, North Carolina. We are fully licensed to serve Charlotte residents, bringing decades of insurance expertise to help you find the right coverage for your lifestyle.

Why Charlotte Residents Choose Buckalew Financial Services

Charlotte is a vibrant community with diverse insurance needs. As an independent insurance agency, we work for YOU, not any single company. We shop across multiple A-rated carriers to find the most competitive rates and comprehensive coverage available in Charlotte.

Insurance Services in Charlotte, North Carolina

  • Medicare Advantage Plans — All-in-one coverage with hospital, medical, and often drug benefits.
  • Medicare Supplement Insurance (Medigap) — Coverage that pays the 20% Original Medicare doesn’t cover.
  • Part D Prescription Drug Plans — Specialized coverage to manage medication costs.
  • Life Insurance — Term, whole, and indexed universal life (IUL) to protect your family.
  • Health Insurance — Individual and family plans, including marketplace options.
  • Final Expense Insurance — Affordable burial and funeral insurance.
  • Annuities — Tax-deferred retirement vehicles for guaranteed income.

Serving the Greater Charlotte Area

Our team is proud to serve clients throughout Charlotte and the surrounding communities, including: Gastonia, Concord, Huntersville, Kannapolis.

Get Your Free Charlotte Insurance Quote

Our consultations are always free. Call us today at (813) 863-5917 for a free, no-obligation insurance quote.

Buckalew Financial Services · 3031 Mojave Oak Dr, Valrico, FL 33594 · (813) 863-5917


Frequently Asked Questions about Charlotte Insurance

Why use an independent agent in Charlotte?

Independent agents can shop multiple carriers on your behalf, ensuring you get the best rate and coverage rather than just what one company offers.

Licensed in Florida, Texas, California, North Carolina, South Carolina, and Michigan.