Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc
4.914 reviews
Business Details
About
Insurance AgencyInsurance BrokerFinancial PlannerAuto Insurance AgencyHome Insurance Agency
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.
Location
Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc
609 East Main Street, Duncan, SC
29334, United States
Hours
Reviews
4.9
14 reviews
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- MPMary PotterJul 25, 20245.0Personable and efficient! Goes the extra yard.
- CLCindy LouAug 2, 20235.0Wonderful company! Very kind and knowledgeable staff. Victor Singleton communicates in a timely manner and continues to make any insurance needs a pleasant experience.
- KBKris ByrdApr 28, 20235.0Saved us money on all of our policies, while also providing exceptional customer service
- VNVictor NunezMay 11, 20205.0The best around great staff great service
Frequently Asked Questions About Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc
Do you offer free quotes?
Yes, we do offer free quotes
What sets your company apart from other financial service providers?
Our integrated approach combines insurance protection with investment strategies, providing comprehensive financial planning under one roof. Our advisors are trained across multiple disciplines and can coordinate all aspects of your financial life, from protection to growth to legacy planning.
Can I still qualify for long-term care insurance if I have health issues?
Qualification depends on specific health conditions and insurance carriers. We work with multiple providers and can help find options even if you have some health challenges. Early planning provides more choices and better rates.