Argo Wealth Partners

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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 each 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.

Are you keeping up with Medicare changes? Healthcare costs can play an important role in retirement planning, making it ...
10/15/2026

Are you keeping up with Medicare changes? Healthcare costs can play an important role in retirement planning, making it beneficial to stay informed about upcoming updates and coverage considerations. Check out this article to learn more!

Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.

Wishing everyone a thoughtful Columbus Day and Indigenous Peoples' Day. We hope you enjoy an opportunity to pause, refle...
10/12/2026

Wishing everyone a thoughtful Columbus Day and Indigenous Peoples' Day. We hope you enjoy an opportunity to pause, reflect, and spend time with those who matter most.

🍎 What's in your financial basket this fall?Retirement planning, tax planning, legacy goals, and charitable giving may a...
10/05/2026

🍎 What's in your financial basket this fall?

Retirement planning, tax planning, legacy goals, and charitable giving may all deserve a closer look before year-end. Visit our website to learn more about our financial services: https://www.argowp.com/

When should you start Social Security benefits? The answer isn't the same for everyone. Your timeline, needs, and priori...
10/01/2026

When should you start Social Security benefits? The answer isn't the same for everyone. Your timeline, needs, and priorities all play a role. Learn more in the article below.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

When families think about preserving wealth, the focus is often on the assets themselves.But what about preparing future...
09/24/2026

When families think about preserving wealth, the focus is often on the assets themselves.

But what about preparing future generations to manage those assets? This article highlights three expert perspectives on the importance of family governance, learning, and long-term planning.

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.

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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