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
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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.
Do you offer free quotes for your insurance services?
Yes, Holt Financial Group offers free quotes for their insurance services.
What types of insurance and financial services does Holt Financial Group provide?
They provide auto, homeowners, commercial business insurance, investments, life insurance, health insurance, financial planning, and retirement planning services.
How does Holt Financial Group differentiate itself from other financial service providers?
They combine insurance protection with investment strategies offering comprehensive financial planning under one roof, with advisors trained across multiple disciplines.
Can individuals with health issues qualify for long-term care insurance through Holt Financial Group?
Qualification depends on health conditions and carriers; Holt Financial Group works with multiple providers to find options even with health challenges.
Where is Holt Financial Group located and what are their business hours?
They are located at 609 East Main Street, Duncan, SC 29334, and are open Monday to Thursday from 9:00 AM to 4:30 PM, and Friday from 9:00 AM to 12:00 PM.
Which payment methods are accepted at Holt Financial Group?
They accept American Express, cash, check, Discover, Mastercard, and Visa.
Which insurance brands does Holt Financial Group work with?
They work with Travelers, Progressive, Nationwide, Safeco, Foremost, Main Street America, The Hartford, Lincoln Financial, Allianz, and Pacific Life.
What nearby dining options can I visit before or after meeting at Holt Financial Group?
Nearby dining options include Biscuitville for breakfast, Subway for sandwiches, The Sammich Shoppe for fast food, House of Pizza, El Mexicano Restaurant, and El Primo 2 Tex-Mex restaurant.
What nearby financial institutions could be convenient for Holt Financial Group clients?
Founders Federal Credit Union and Western Union are close by for banking and money transfer services.
Are there nearby health and wellness services near Holt Financial Group?
Yes, nearby services include Visiting Angels of Spartanburg for home health care, Premier Chiropractic Solutions, Nxt Lvl Chiropractic, Bella Lusso Aesthetic Medicine medical spa, Hollywood Nails and several beauty salons like Savy’s Shear Specialties and Tay's Hair Bizz.