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.

Retirement doesn't necessarily mean your investment journey is over.Depending on your goals, timeline, and income needs,...
08/27/2026

Retirement doesn't necessarily mean your investment journey is over.

Depending on your goals, timeline, and income needs, stocks may still play a role in a retirement strategy. Read more below.

There's a common misconception that when you retire, you should stop investing in stocks; but it's more complex than that.

The ARGO team is built on individuals who are committed to helping hardworking families navigate life's financial journe...
08/24/2026

The ARGO team is built on individuals who are committed to helping hardworking families navigate life's financial journey.

Today we're shining a spotlight on Mikal Moranz, and the role he plays in helping support our clients navigate the financial world.

Learn more about Mikal today: https://www.argowp.com/team/mikal-moranz-1

Social Security decisions aren't one-size-fits-all.Whether retirement is around the corner or already here, understandin...
08/20/2026

Social Security decisions aren't one-size-fits-all.

Whether retirement is around the corner or already here, understanding your options can help you make more informed decisions. Check out the article below for key considerations.

Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.

The Great Wealth Transfer is already underway, making conversations around legacy, family values, and financial prepared...
08/13/2026

The Great Wealth Transfer is already underway, making conversations around legacy, family values, and financial preparedness more important than ever. Read the article below. 👇

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

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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