Carol Holm, CLU, ChFCSenior Advisor
Phone: 208-785-6218 ext. 5 Carol is the co-owner and senior advisor at Carol Holm Financial. With over three decades of experience and training, Carol has a diverse understanding of the complete financial and retirement planning process. She also has advanced knowledge in estate planning and business insurance. Carol has true compassion for her clients as well as their financial well being. She expands clients' thinking and incorporates not only financial goals but their personal goals in achieving their ultimate success. Because of this, she has built a business that has grown through referrals from satisfied clients and other professionals. This has given her the reputation of being a premier advisor not only in the area but also in the industry. In providing this personal yet professional service, Carol spends hours researching product data which allows her to assist her clients in choosing the most suitable investment options for their desired financial portfolio. Carol takes pride in the unique service she offers and looks forward to you experiencing it first hand. 
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494 N. Meridian Phone: 208-785-6218 |
Carol Holm and Cami Newsome offer securities through Centaurus Financial, Inc. a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intened for use by individuals residing in Arizona, California, Idaho, Montana, Utah, Washington, and Wyoming. Carol Holm Financial and Centaurus Financial, Inc. are not affiliated. Branch office: 320 E Neider Ave., Suite #103, Coeur d'Alene, ID 83815, 208-665-5894