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.
* Duncan, SC is not a registered location under SOSI (Securities Oversight and Supervisory Institution).
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.
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.
* Duncan, SC is not a registered location under SOSI (Securities Oversight and Supervisory Institution).
3 Caledon Court, Suite C
Greenville, SC 29615
(864) 242-3637
Follow Us
Share On: