Company Information

Get to know Holtz Agency

Holtz Agency is an independent firm dedicated to providing insurance and financial solutions to individuals, families, and business owners. By partnering with a wide range of A-rated insurance carriers, they focus on creating customized strategies to protect clients' legacies and financial futures. Their core mission is to offer personalized service and expert guidance, ensuring clients understand and secure the right products for their specific needs, including life insurance, disability insurance, long-term care, and annuities.

Industry

Financial InsurancePRIMARY
Financial Other Service
Financial Wealth Management

Contact

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Holtz Agency

United States

Founded in

1951 (75 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.