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678.929.5096

Financial Institution Insurance

Industry-Specific Coverage, Built for your Business

Poteet & Poteet provides insurance to financial institutions in Duluth, Johns Creek, Norcross, Lawrenceville, Suwanee, Peachtree Corners, and surrounding areas.

Financial Institution Insurance

At Poteet & Poteet, we work hard to create services and coverage options that fit the specific needs of your business. We understand the protection needs of Financial Institutions, from investment firms and insurance companies, to community banks and credit unions. Each Financial Institution has very specific needs, which is why we provide industry-specific protection plans.

Check out some of our coverage options below:

  • Property Coverage
  • Liability Coverage
  • Commercial Auto
  • Errors & Omissions Coverage
  • And many more!

Contact an insurance specialist at Poteet & Poteet today to schedule a consultation.

Our Location

Poteet & Poteet

3675 Crestwood Pkwy, #270
Duluth, GA 30096
Main office: 678-929-5096

Our Providers

I have known Chuck Poteet for several years and have been his customer when he was at other firms. I was extremely happy when he told me that he was creating his own company. His level of understanding my business is unlike any other insurance professional I have known and done business. He is constantly looking for ways to help me manage risk and protect my profits.
Tom
“Five years ago I was looking for a new broker because my current broker wasn’t keeping pace with my rapid rate of growth. Chuck Poteet was referred to me by one of his clients, we met and immediately I knew he was abreast of the current risk scenarios I am faced with every day from my customers and employees. He designed a Property & Casualty and Healthcare proposal that are helping me maintain profits and valuable employees.”
Glen
“Earlier this year I was searching for a new health plan for my employees. I met Chuck Poteet and Gary Theriot at Poteet & Poteet, who were eager to answer my questions about group healthcare coverage, competitive plans and the future of healthcare in America. They did their research and came back with a proposal that fit my budget. Thank You Chuck and Gary!”
Teresa