Argent Investments & Retirement
Offering financial solutions, comprehensive products, and unparalleled service.
Retirement
Your most important financial milestone
Wealth Management
Portfolio construction and risk management
Estate Strategy
Strategies for every phase of you and your family’s life
Strategies Designed to Pursue Your Goals
As a member of Argent, the partnership you have with us extends to the Argent Investments & Retirement program.
Your Partner for Financial Success
Whether you need overall financial guidance, assistance with a specific goal, a comprehensive financial plan, or a second opinion, Argent Investments & Retirement is here to help.
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Services Include
- Reviewing Your Current Financial Plan: Ensure your financial plan aligns with your goals and needs.
- Retirement Planning: Develop a strategy for retirement.
- IRA, 401(k), 403(b), 457 Plans, and TSP Rollovers: Optimize your retirement accounts for maximum benefit.
- Tax-Efficient Investments*: Minimize tax liabilities while maximizing returns.
- Retirement Income Strategies: Create a plan to generate income during retirement.
- Education Funding: Plan and save for education expenses effectively.
- Life and Long-Term Care Insurance: Protect your assets and ensure peace of mind.
Why Choose Argent Investments & Retirement?
Argent Investments & Retirement offers personalized financial solutions tailored to meet your unique financial needs. You will receive objective, impartial guidance to make informed decisions, and you can trust in our commitment to be dependable and responsive, ensuring your financial well-being is our top priority.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. [Bank or Credit Union] and [Wealth Management Name] are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using [Wealth Management Name],and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Argent Credit Union. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY. |
NOT BANK GUARANTEED |
NOT BANK DEPOSITS OR OBLIGATIONS
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MAY LOSE VALUE
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