Sargent Bickham Lagudis is a Registered Investment Advisor whose purpose is to provide active investment guidance, problem solving and wealth preservation. We have nearly 100 years combined experience in investment, tax, accounting, and other financial areas. We are currently managing and supervising approximately $550 million in securities. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details.
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