Wendy Roberts

Client Service Manager at ARGI Financial Group - Louisville/Jefferson County metro go, KY, US

Wendy Roberts's Colleagues at ARGI Financial Group
Amanda Mattingly

advertising and creative design specialist

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Cfmp Amanda Mattingly

advertising and creative design specialist

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Rc Bascur

human resources operations manager

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Emily Trujillo

public relations and communications specialist

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Wendy Roberts's Contact Details
HQ
502-753-0609
Location
Company
ARGI Financial Group
Wendy Roberts's Company Details
ARGI Financial Group logo, ARGI Financial Group contact details

ARGI Financial Group

Louisville/Jefferson County metro go, KY, US • 250 - 499 Employees
Financial Services

At ARGI, finance is so much more than crunching numbers – to us, it's personal. Whether you're seeking financial guidance for yourself or for your business, we're here to help you find financial clarity. We can assist you with:• Personal Financial Planning• Investment Management• Corporate Financial Solutions• Retirement Plan Services• Business Advisory Services• Insurance Solutions• Tax Services• Trust ServicesRespective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. Content is for general purposes only and is not an offer to buy or sell any security. View our Privacy Policy at www.argi.net/privacy-policy.

Comprehensive Financial Planning Corporate Benefits Education for Employees Tax Preparation and Planning Risk Management Business Management and Accounting Services Investment Management Business Retirement Plan Services and Consulting Financial Services Financial Advisory Services
Details about ARGI Financial Group
Frequently Asked Questions about Wendy Roberts
Wendy Roberts currently works for ARGI Financial Group.
Wendy Roberts's role at ARGI Financial Group is Client Service Manager.
Wendy Roberts's email address is ***@argi.net. To view Wendy Roberts's full email address, please signup to ConnectPlex.
Wendy Roberts works in the Financial Services industry.
Wendy Roberts's colleagues at ARGI Financial Group are Barbara Vanetti-Passafiume, Amanda Mattingly, Cfmp Amanda Mattingly, Rc Bascur, Emily Trujillo, Lindsey CPA, Jonathan Dannemiller and others.
Wendy Roberts's phone number is 502-753-0609
See more information about Wendy Roberts