Management Services locations near Philo, IL

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Holder Wealth Management

Investment Services

📍 3007 Village Office Pl, Champaign, IL, 61822

📞 217-398-4013

A Smart Investment In Your Future. Holder Wealth Management Inc is a firm that will offer comprehensive financial planning services, including estate planning, income tax planning and retirement planning, in addition to asset allocation and portfolio management. Unlike other Financial Planners or Advisors, we do NOT charge commissions or try to push certain products or ideas. We are very helpful to new investors and most clients can be seen within the same business day! Confused about what is available in the market? Unsure what companies to invest in? Hoping you do not outlive your money? Call the experts at Ruedi Holder & Associates and receive the answers you seek. You can rely on our experience and track record. • Retirement • Education • Estate Preservation • Tax Management Strategies • Small Business Owners • Short and Long Term goals For your convenience we are available Monday through Friday, including morning and evening appointments. Call us today for your financial investments.