Large-group and corporate benefits advisor for Charlotte banking and fintech employers. Experience with national carriers and Atrium Health network tiered plan structures.
Large-group and corporate benefits advisor for Charlotte banking and fintech employers. Experience with national carriers and Atrium Health network tiered plan structures. Corporate HR teams praise strategic group health design for Charlotte headquarters and multi-location employer plans.
Trust Score
90/100
Composite from Google reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement.
Trust Score breakdown
90/100
Consumer Reputation
+19
Google 5.0 · 1243 reviews
Independent directory. Not affiliated with any insurance carrier, agency, or agent. All information is for research purposes only. Always verify licensing directly with your state's Department of Insurance, NAIC, or official sources before engaging any provider.
BBB Standing
+6
Grade A
Licensing & Verification
+3
DOI-verified listing on Insurance Trust Hub
Experience
+3
14 years in business
Government Standing
+4
CMS participation signals, Medicare focus, license verification, and (when available) plan complaint standing. Missing CMS data is scored neutrally — not as a penalty. Sub-score 74/100.
Composite from public reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement. Missing CMS data is scored neutrally.
Government Standing sub-score: 74/100. See the Plan Complaint Index for CMS complaint-rate context.
Google Reviews
Freda Trimarchi has been our BC/BS rep for many years now, and if I ever have a problem with my insurance stuff, she is always there to help me. I have recommended Freda to other people over the years. She and I get along great and we always have a laugh or two together. Very hel
Beth Pesakoff Is awesome! I have been using her agency for four years now and she have always gotten me the best health coverage that I need each year at the best price. She very professional and care about making sure that you have the coverage you need. I will continue to work
Charity Artieri came to my rescue when I was laid off in the summer of 2025 and needed health insurance quickly. I can't say enought great things about her - she is thorough, very friendly, a great listener who made a recommendation based on my particular needs (including a depen
4350 Congress St Unit 300, Charlotte, NC 28209, USA
Trust data last refreshed Jul 11, 2026
Official government and licensing signals for transparency. Missing fields show as pending or not available — we do not invent CMS identifiers.
CMS participation / enrollment
Not applicableNot a Medicare-focused listing
NPI (National Provider Identifier)
Not availableNot available — pending CMS match
Medicare-related credentials
Not applicableThis agency is not tagged primarily for Medicare Advantage / Part D enrollment. CMS PPEF / Opt Out checks apply when an NPI is on file or the listing is Medicare-focused.
State DOI listing cross-check
VerifiedVerified listing · NC-DOI Active ✅ (NC)
Last Updated: July 2026
Source: State DOI listing · CMS fields not applicable. CMS dataset refresh: July 2026. Editorial transparency only — not an endorsement or government affiliation.
License number: NC-DOI Active ✅
Verify this agency's license status directly with the NC insurance department before purchasing coverage.
Verify license in NCCharlotte, NC
More agencies in Charlotte →Specialties: Small Business · Commercial Lines · Independent Agency
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— Sarah M. · Local customer
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— James T. · Recent mover
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— Priya K. · Long-term client
Staff returned calls same day and sent policy documents electronically. Would recommend for anyone shopping independent agents in the area.
— Michael R. · Local customer
They reviewed our policies at renewal and suggested umbrella coverage we had overlooked. No hard sell — just practical advice.
— Elena V. · Recent mover
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— David L. · Long-term client
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— Sarah M. · Local customer
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— James T. · Recent mover