Holden & Mickey Inc
Financial Service
Why pick this one
Holden & Mickey, Inc. has advised clients since 1930 and provides investment, insurance, retirement, and business succession strategies.
Best for
- Business owners planning succession
- Executives needing non-qualified benefit plans or executive insurance strategies
- High-net-worth individuals with pre-existing health conditions seeking large life insurance contracts
- Individuals planning retirement income, college savings, or legacy protection
- Employers considering Bank-Owned Life Insurance or employee benefit strategies
Look elsewhere if
- People seeking tax preparation or consumer banking services
- Individuals residing in states where Holden & Mickey is not licensed for the requested insurance or securities service
Specialties
- Business succession planning
- Bank-Owned Life Insurance
- Non-qualified benefit plans for key employees
- Large life insurance contracts for business owners, executives, and high-net-worth individuals with pre-existing health conditions
- Personal retirement income plan design and investment management
Certifications
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Financial Planner (CFP)
- Chartered Life Consultant (CLTC)
- Certified Exit Planning Advisor (CEPA)
- Life Underwriter Training Council Fellow (LUTCF)
- Million Dollar Round Table membership
- Association of Advanced Life Underwriting membership
- Securities registrations in 21 states and the District of Columbia
- Life and health insurance licenses in 25 states and the District of Columbia
What makes them different
- Roots in client service date to 1930
- Wholly owned by Chip Holden and John Mickey, allowing decisions independent of large corporate interests
- Selects products and services from many different companies
- Four generations of financial-services experience
- Strategic resources include business and estate liability analysis, retirement-plan administration, medical insurance underwriting, and executive-benefit research
- Years in business
- 96
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Cherry St Ste 500, Winston Salem, NC 27101-4016
- Phone
- 13367241810
- Website
- https://www.holdenmickey.com
Services
- Investment strategy advising
- Life and health insurance strategy advising
- Retirement planning
- Estate and legacy planning
- College savings planning
- Business insurance planning
- Employee benefits planning
- Executive benefits planning