Portfolio Health and Life Insurance is an insurance agent in San Antonio, TX. The agency specializes in health and Medicare insurance, serving individuals and families who need to select coverage that fits their specific healthcare needs and budget. Services include Medicare Advantage, Medicare Supplement, dental insurance, individual and family health insurance, vision insurance, and life and final expense insurance. The business works with a comprehensive portfolio of carriers to help clients understand their options and feel confident in their choices. It holds a rating of 5.00 based on client reviews.
The agency takes a consultative approach to insurance planning, recognizing that no single health plan fits every client. Principal Agent Louie Garza has over 13 years of experience servicing the Greater San Antonio area as an independent insurance broker. He transitioned his focus to health and Medicare insurance in 2014 to serve the senior community. The agency assists clients throughout the enrollment process, providing education on available options and support before, during, and after enrollment. They also help clients determine eligibility for financial assistance programs such as Medicaid, the Extra Help Program, and Medicare Savings Programs to manage Medicare costs.
The office is located at 4606 Centerview Dr Suite 160. It sits on Centerview Drive, less than a mile from Northwest Loop 410 and Connally Loop. The location is approximately a tenth of a mile from Southwest Preparatory School Northwest Campus and Callaghan Road. Saint Luke's School and the City of San Antonio Solid Waste Management Department are also within a short distance of the office.
Portfolio Health and Life Insurance is known for its personalized service and availability to answer client questions. Client testimonials highlight the agency's patience, knowledge, and consistent communication regarding benefit changes. The business focuses on integrity, respect, and compassion in its interactions, aiming to provide a clear and supportive experience for those navigating complex insurance decisions in San Antonio.
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