Prospeo
Hero Section BackgroundHero Section Background
Holder Wealth Management

Holder Wealth Management Email Formats

Investment ManagementFlag of USChampaign, Illinois, United States1-10 Employees

Key Contact at Holder Wealth Management

Flag of US

Charles B. Holder

President

Company overview

Headquarters2504 Galen Drive, Suite 105, Champaign, IL 61821, US
Phone number+12173984015
Website
NAICS5231
SIC628
Keywords
Retirement Planning, Financial Planning, Estate Planning, Tax Preparation, Portfolio Analysis, Index Fund Investing
Founded2014
Employees1-10
Socials

About Holder Wealth Management

At Holder Wealth Management we believe the financial planning process requires more than just portfolio analysis. Achieving retirement and wealth planning goals requires comprehensive planning. We apply our knowledge in financial planning, estate planning, retirement planning, higher education costs, and taxation issues to our clients' dynamic lives

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Holder Wealth Management has never raised funding before.

Frequently asked questions

Holder Wealth Management is located in Champaign, Illinois, US.
You can reach Holder Wealth Management at +12173984015.
Holder Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Holder Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles