Carolinas Insurance & Investment Group

About Us

We are an independent insurance and investment firm serving businesses and individuals across the Carolinas since 1990. We provide employee benefits, commercial insurance, retirement planning, and investment solutions, along with personal coverage including home, auto, renters, umbrella, individual medical, Medicare supplements, and life insurance.
More than advisors, we are a specialized, dedicated team that works alongside our clients—reviewing plans, solving problems, and supporting you wherever needed to improve coverage, control costs, and deliver a better overall experience.
Originally focused on employee benefits, we expanded in 2008 to include a full-service property and casualty division. Today, we proudly serve over 300 employers and bring decades of combined expertise to every client relationship.
We are committed to creating exceptional experiences for our clients, our team, and our community.