Our Services

Our Team Tailors a Financial Plan to Help Meet Your Needs & Goals
Holden & Mickey Inc Investment and Insurance Advisors Winston-Salem NC

Regardless of your career, business or life situation, Holden & Mickey professionals can help you identify appropriate strategies to protect your existing assets while considering strategies for future growth, selecting from a wide range of products and services from many different companies.

For you

Building a Career
Getting Married
Starting Your Family
Saving for College
Getting Divorced
Planning for Retirement
Protecting Your Legacy

For your business

Building Your Business
Taking Care of Your Employees
Rewarding Key Employees
Protecting Your Business
Planning for Business Succession


Your Information & Investments Are Kept Confidential

Clients are assured of confidentiality for all personal and financial information. In addition, Holden & Mickey does not retain custody of client funds but entrusts these funds to its broker-dealer, adding a layer of protection for clients.