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 | sfissell@sprynet.com
3420 E Shea Blvd, Ste 180, Phoenix, AZ 85028
Attorneys: Trusts & Wills & QDROs
Hudson Christmas, J.D., Attorney, Dana Law Group | 480-924-4557 | hchristmas@danalawgroup.com
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 | amarchesi@wa-mtg.com
Dusti Ruhl-McNelly, Fairway Mortgage | 602-615-0835 | dusti.mcnelly@fairwaymc.com
Real Estate Agents
Phoenix & Surrounding Areas
Mark Cannon, Realtor, Benchmark Realty | 813-394-0303 | markcannonre@gmail.com
Theresa Mattern, Realtor, HomeSmart | 602-647-0047 | theresasellshomes@gmail.com
Northern Arizona Areas
Ksenia Hartl, Realtor | 928-707-0056 | ksenia.hartl@gmail.com