Argent Advisors is a Registered Investment Advisory firm with decades of combined experience. Our specialized planning, protection, and investment services offer a comprehensive approach to help you achieve financial well-being.
For individual clients, we offer diversified financial services related to financial planning, investment management, and retirement planning. Our goal is to create and implement personalized plans that meet the unique needs of our clients.
Argent Advisors is also a Registered Municipal Advisor offering local governments services in all their public finance needs, from debt issuance to retirement and pension plan consulting.
ARGENT ADVISORS PROVIDES THE FOLLOWING SERVICES*:
• Investment Management*
• Financial Planning*
• Registered Municipal Advisor Services
View our Client Relationship Summary, also known as Form CRS, here and written Disclosure Brochure (Part 2A of Form ADV) here
**Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Argent does not serve as an attorney, accountant, or insurance agent. Argent does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Argent’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services per the terms and conditions of a separate engagement and fee. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Argent) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
