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., or LPL Financial.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide tax, CPA, or legal services.
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, Esq., Attorney, KT Law Office | 623-937-8888 | hudson@ktolawfirm.com
23131 N Lake Pleasant Pkwy, Peoria, AZ 85383
KT Law Offices | 623-937-888 Glendale Office | 623-937-9799 Peoria Office
Glendale: 10150 W Desert River Blvd., Glendale, AZ 85307
Peoria: 23131 N Lake Pleasant Parkway, Peoria, AZ 85383
Mortgages & Refinances
Anthony Marchesi, West American 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