Michael Eckholdt
Lead Wealth Advisor at Providence Financial Solutions
Based in Murfreesboro, United States
7-day free trial · no credit card
Seniority
Director
Department
Finance & Accounting
Location
Murfreesboro
Industry
Financial Services
Company size
1 to 10
Contact information
Reveal Michael's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
m•••••••@providencefinancialsolutions.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Michael Eckholdt
With nearly 20 years of experience in the financial services industry, I'm dedicated to helping individuals and business owners plan for their financial future and make informed investment decisions. I believe in the power of personalized financial planning because everyone's journey is unique. Your perspectives and experiences bring valuable insights that allow me to create a customized wealth plan just for you. Financial planning is not a one-size-fits-all approach. That's why I take the time to understand your desires, dreams, and what truly matters to you. Whether you have specific goals like preparing for retirement, building wealth, saving money on taxes, or leaving a legacy, my commitment to you is to provide you with high-quality, individualized services. It's not what you earn, it's what you keep. As an Enrolled Agent (EA), I offer tailored tax advice to maximize your savings. With advanced training as a Chartered Retirement Planning Counselor (CRPC®) and a Chartered Retirement Plans Specialist (CRPS®), you can trust that I'll provide impactful retirement strategy recommendations suited to your unique needs. Beyond my expertise, I am a teacher at heart. My goal is to help you feel comfortable and empowered to make financial decisions that you understand and are right for you. I prioritize integrity and transparency, ensuring that these values are at the core of my services to you. On a personal note, I'm proud to be a Veteran of the US Air Force, and I'm always honored to work with current and Veteran service members. I'm happily married to my wife Melissa, and we're blessed with two daughters. When not in the office, you'll find us at the softball fields, attending band concerts, and engaging in community events. We're also dog lovers and have 3 furry companions. We attend Experience Community Church in Murfreesboro, and our values are at the center of everything we do.**Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Security registrations held through LPL Financial.
Decision-makers
Other people at Providence Financial Solutions
Build a list of verified contacts at Providence Financial Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Michael
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime