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Our mission is to serve our clients, which means that we:
- Serve as a fiduciary, always acting in your best interest
- Are thoughtful, independent and objective
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- Commit to excellence in every phase of our relationship with you
- Offer a highly customized client experience through committed and empowered professionals
Latest News & Resources
Insights
How to Ensure Your GivingTuesday Generosity Has the Greatest Impact
As we enter the holiday season and reflect warmly on our memories of Thanksgiving, many of us are feeling lucky and grateful for the blessings in our lives. Soon we’ll get into the bustle of buying gifts, sending out cards and taking part in other cherished seasonal...
Recession Worries — Riding the Wave Through Volatile Market Cycles
Although the markets have teased investors with short-lived rallies this past year, we can’t lose sight of the central bank’s determination to bring still-stubborn inflation gauges under control. In this fourth quarter, we will again face the prospect of one more rate...
Argent Gives Back: Sharon Federico
Sharon Federico Trust Administrative Assistant, Louisville, KY 1| Which nonprofit are you passionate about serving? The Cub Scouts, Boy Scouts of America. Pack 380’s popcorn Kernel for the 2022/2023 calendar year History: The Lincoln Heritage Council is one of the...