ARGO Wealth Partners

ARGO Wealth Partners

Financial Services

Muskegon, Michigan 2 followers

Aligning your action plan with your goals.

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About us

Cindie Jones and Brian Gerrans both started their careers with Waddell & Reed, Inc in Muskegon, MI in 1999. Cindie obtained her CERTIFIED FINANICIAL PLANNE® designation in 2004 and Brian obtained his CFP® designation in 2009. While working independently for much of their careers, Brian and Cindie partnered in May 2018 in an effort to offer their respective clients the best experience possible, leveraging each of their strengths. In early 2021, Brian and Cindie created ARGO Wealth Partners. With their mutual life long proximity to water, whether Lake Michigan or the Pacific Ocean, the ARGO name refers to a Greek constellation used to navigate ships across the oceans. ARGO Pillars Adaptive - We know things change. We will be there to pivot with you. Relevant - We will be lifetime learners. We will bring you information and ideas that are current and appropriate for you. Gracious - We will listen with attentiveness and empathy. When challenges arise, we will be there for you. Optimistic - We have faith in the future. We understand that there is a lot of noise in the world today. We will help you keep a long-term focus and not let today's crisis du jour derail your long-term success. With offices located in Kauai and Muskegon, Brian, Cindie and the rest of the team at ARGO Wealth Partners stand ready to guide you to your destination! Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with ARGO Wealth Partners 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. 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.

Website
www.argowp.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Muskegon, Michigan
Type
Privately Held
Founded
1999

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