Argo Wealth Partners

Argo Wealth Partners Financial Planning and Wealth Management Services located in Muskegon, MI & Lihue, HI No offers may be made or accepted from any resident of any other state.

Cindie Jones and Brian Gerrans both started their careers with Waddell & Reed, Inc in Muskegon, MI in 1999. Cindie obtained her CERTIFIED FINANICIAL PLANNER™ mark in 2004 while Brian obtained his CFP® mark 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 eac

h of their strengths. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org"

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.

Sometimes the hardest part is just starting. Take the next step in your financial journey. Reach out to our team today: ...
06/08/2026

Sometimes the hardest part is just starting.

Take the next step in your financial journey. Reach out to our team today: https://www.argowp.com/

Charlie here to say happy National 529 Day! Planning for education often starts earlier than expected. A 529 plan can be...
05/29/2026

Charlie here to say happy National 529 Day!

Planning for education often starts earlier than expected. A 529 plan can be a flexible tool for families thinking ahead.

College planning can start earlier than you think. Superfunding a 529 plan may be a consideration for families. Check ou...
05/28/2026

College planning can start earlier than you think. Superfunding a 529 plan may be a consideration for families.

Check out this article to learn more!

Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 years of 529 contributions tax-free.

Remembering and honoring our fallen heroes this Memorial Day. In observance of the holiday, financial markets are closed...
05/25/2026

Remembering and honoring our fallen heroes this Memorial Day.

In observance of the holiday, financial markets are closed.

Retirement planning looks very different than it did decades ago. Understanding the evolution may help informed, confide...
05/21/2026

Retirement planning looks very different than it did decades ago. Understanding the evolution may help informed, confident decisions today.

Learn more in the article below!

Over the past 50 years, retirement saving has changed dramatically. What might the future hold for tomorrow's retirees?

Address

2145 W. Sherman Boulevard
Norton Shores, MI
49441

Opening Hours

Monday 9am - 4:45pm
Tuesday 9am - 4:45pm
Wednesday 9am - 4:45pm
Thursday 9am - 4:45pm
Friday 9am - 4pm

Telephone

+12317278176

Website

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