About

Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc

About

Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc provides auto insurance, homeowners insurance, commercial business insurance, investments, and life insurance to Duncan, SC* and the surrounding areas.

Year Established

2003

Products

Services

Insurance Services

Specialties

Auto Insurance
Homeowners Insurance
Commercial Business Insurance
Investments
Life Insurance
Health Insurance
Financial Planning Services
Retirement Planning
Long-Term Care Insurance

Associations

Big "I" Trusted Choice
Assure Alliance

Brands

Travelers
Progressive
Nationwide
Safeco
Foremost
Main Street America
The Hartford
Lincoln Financial
Allianz
Pacific Life

Payment Options

American Express
Cash
Check
Discover
MasterCard
Visa

Automatic Bank Withdrawals
Online Payments

Languages

English

Securities and registered investment advisory services offered through Silver Oak Securities, Inc (member of FINRA and SIPC). Silver Oak Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc and Silver Oak Securities are not affiliated. Not all registered representatives with our firm are able to offer advisory services.

See the Silver Oak Securities form and customer relationship summary (CRS) for succinct information about the relationships and services Silver Oak Securities offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things.

Learn More About Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc

Serving Upstate South Carolina, with locations in Duncan, SC*, and Greenville, SC. Holt Financial Group - A Subsidiary of Carolinas Wealth Management Group Inc specializes in home insurance, auto insurance, life insurance, financial planning, and retirement planning. Locally and family-owned. Free quotes. Multiple carrier options. Call us now.

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