FAQs

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

Have a question about insurance or financial services? We have the answer at Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc. Check out these FAQs and contact us today for more information!

Do you offer free quotes?
We provide complimentary quotes for our insurance services.
What sets your company apart from other financial service providers?
Our company distinguishes itself through a holistic approach that integrates insurance protection with investment strategies. We deliver comprehensive financial planning services in one location. Our advisors are cross-trained in multiple financial disciplines, enabling them to coordinate all aspects of your financial life, including protection, growth, and legacy planning.
Can I still qualify for long-term care insurance if I have health issues?
Qualification for long-term care insurance depends on individual health conditions and the policies of various insurance carriers. Our team works with multiple providers to explore options, even for clients with certain health challenges. We recommend early planning as it typically offers a wider range of choices and more favorable rates.

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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