Argosy Referral Alliance

It is important for us to be able to offer trustworthy resources for the financial services that happen outside of this office, such as Trusts & Wills, Tax & Accounting, Mortgages, and Real Estate. Below are some of our most trusted connections and we encourage you to reach out to them to see if they are a good fit for you and your family.

Note: None of the professionals are legally associated with, or a part or, Argosy Financial LLC.

Taxes & Accounting

Scott Fissell, Fissell & Fissell CPAs   |   602-971-5700   |

3420 E Shea Blvd, Ste 180, Phoenix, AZ 85028


Attorneys: Trusts & Wills & QDROs

Hudson Christmas, J.D., Attorney, Dana Law Group  |  480-924-4557  |

7254 E Southern Ave, Ste 121, Mesa, AZ 85209


KTO Law Firm  |  623-937-888 Glendale Office  |  623-937-9799 Peoria Office | 602-246-8101 QDRO Law

Glendale: 10150 W Desert River Blvd., Glendale, AZ 85307

Peoria: 23131 N Lake Pleasant Parkway, Peoria, AZ 85383


Mortgages & Refinances

Anthony Marchesi, Western Alliance Mortgage LLC  |  602-510-8492

Dusti Ruhl-McNelly, Fairway Mortgage  |  602-615-0835


Real Estate Agents

Phoenix & Surrounding Areas

Mark Cannon, Realtor, Benchmark Realty  |  813-394-0303  |

Theresa Mattern, Realtor, HomeSmart  602-647-0047

Northern Arizona Areas

Ksenia Hartl, Realtor  |  928-707-0056