Welcome to Providence Financial Resources

4520 Mint Hill Village Lane
Suite 105
Mint Hill, NC,  28227
Phone: 704-545-9502
Fax: 704-545-9503

Providence Financial Resources is a comprehensive financial services firm committed to helping our clients work towards their long-term financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and professionalism.

Andy Wood, CLU, CFP®

Andy Wood, CLU, CFP® has been in the financial services industry since 1986 and founded Providence Financial Resources in 1996.  In 1984 he received his BS in Biology from Appalachian State University.

In 1993, Andy earned the designation of Chartered Life Underwriter and Certified Financial Planner in 1995.

Andy is dedicated to developing lasting relationships with all his clients.  He believes in helping each person become confident in assesing his or her financial goals and participating in the financial management process.  One of the benefits of working with Andy is his ability to provide clear, easily understood explanations of financial products and services.  The personal program that Andy can provide is a roadmap to working toward a more independent financial future.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at andy@planwithandy.com or call us at 704-545-9502. We look forward to hearing from you.

4520 Mint Hill Village Lane  Suite 105 , Mint Hill, NC  28227
Phone: 704-545-9502    Fax: 704-545-9503   Email:andy@planwithandy.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Providence Financial Resources, Inc. are not affiliated.

Investments products and services available only to residents of: Mississippi (MS), North Carolina (NC), South Carolina (SC)

Fee-based advisory services are available only to residents of: Mississippi (MS), North Carolina (NC), South Carolina (SC)