Reviews for Argenis David Biscardi, CFP® MS

7 Certified Advisor Reviews™

Highly recommend

✅ Wealthtender Certified Advisor Review™
Aug 8, 2026
Argenis has been wonderful to work with - he’s professional, intelligent & patient. Whenever I have questions or concerns, he always make time to provide detailed explanations. Overall, Argenis is terrific and I appreciate his expertise & guidance to help me grow my portfolio.
Relationship to Financial Advisor: Client as of Aug 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Anne Oanh Phan-Tran
Anne Oanh Phan-Tran

Argenis was great!!!

✅ Wealthtender Certified Advisor Review™
Jul 17, 2026
Argenis was great! He made everything easy to understand and helped me find the right life insurance policy. He also took the time to explain the different investment options available and answered all of my questions. I really appreciated his patience and professionalism. I highly recommend him!
Relationship to Financial Advisor: Client as of Jul 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Blasanis Jaimes
Blasanis Jaimes

Retirement planning

✅ Wealthtender Certified Advisor Review™
Jul 17, 2026
Argenis was very helpful and informative on guiding me through the process of making sure I chose the best investment plan for my retirement. I highly recommend Argenis to anyone seeking financial advice. It's great to have someone clearly explain all the details as investment planning is scary when you don't know where to start or how it works.
Relationship to Financial Advisor: Client as of Jul 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Alicia Garibaldi
Alicia Garibaldi

Argenis is the best

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Argenis took my complicated case with my business 401(k) plan and really helped me save money and provide security. I could not be more thankful. Truly recommend him to everyone.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Ashley Flowers
Ashley Flowers

401K

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Before working with Argenis, our firm's 401(k) was managed through Gusto, and we ran into repeated administrative errors and a real lack of communication that made it hard to trust the process. Argenis stepped in and helped us transition to a new platform, guiding us through every step with clear, responsive communication and a level of attention to detail we hadn't experienced before. If you're considering working with him, I'd say do it—he's reliable, easy to reach, and genuinely invested in getting things right.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Heather Sanders
Heather Sanders

Exceptional CFP

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Argenis Biscardi is an outstanding financial planner who knows the industry quite well and can guide his clients to create a successful investment portfolio. Highly recommend
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Craig I
Craig I

Trustworthy, knowledgeable and friendly

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
When I decided to invest, I was not sure where to do it. I had a nice, friendly conversation with Argenis and realized how smart and financially savvy he is, so I decided to work with him. I couldn't have made a better decision. I highly recommend him.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Gerardo Garcia-Jurado
Gerardo Garcia-Jurado