Financial Advisor in Phoenix, AZ Investment Planning in Phoenix, AZ

Financial Advisor - Investment Planning Phoenix, AZ

Argosy Group Phoenix

Argosy Group

2375 E. Camelback Rd #500
Phoenix, AZ 85016

Toll Free: 866-7(ARGOSY)
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Insurance Phoenix

Welcome to The Argosy Group - Phoenix, AZ

The Argosy Group was founded upon principles that place the utmost value on our clients' financial goals and objectives. We are in the business of building long term, solid relationships that are based upon trust and quality client service.

OUR MISSION is unflagging professionalism exemplified by a commitment to excellence, to honesty, and to providing our clients and their heirs with the tools to achieve their financial goals.  By focusing on short, medium, and long-term investment strategies customized with individual investment styles, we will succeed in providing exemplary relationship-driven client service and attention.  The Argosy Group is busy becoming a nationwide leader in the financial services industry by developing quality-motivated individuals into skillful, knowledgeable executives.  Our staff is made up of experienced professionals with a "hands-on" approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients' financial plans to be successful.

Our CLIENT-FOCUSED approach is what really sets The Argosy Group apart.  We think of our clients as members of our family, and these lasting relationships enable us to provide insight into the individual investment style that will grow a client's wealth over time. We form collaborative partnerships, working together towards the common goal of building and protecting wealth.  It is immensely rewarding to be in a position to help our clients create financial security for themselves, their families, and their heirs.

Our number one focus is EDUCATION.  Our clients learn not only why their investments work, but also how they work.  We challenge our clients to learn what informs their financial decisions, and teach them how to make the wisest choices to protect their financial futures.

I hope to soon have the honor of meeting with you personally.  Until then, please don't hesitate to contact me with questions or concerns.  I look forward to working for your future!!


George W. Montgomery

Founder and President of The Argosy Group
Registered Representative and Registered Principal, UPFSA

Consumer Section:

Plan for Your Future Now

If you have any questions or would like to meet to set up a personalized one-on-one goal planning session, please contact us at 1-866-7ARGOSY.

Products and Services

We are proud to service all of your family's financial needs under one roof.
We provide excellent service and analysis to any client: everything from small-interest beginners to large-scale financial investors. We do this by providing all of our clients with access to our comprehensive talent. This includes but is not limited to:

Mutual Funds
• Stocks and Stock Options
• Insurance
• Mortgage Services
• Banking


This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Securities offered through UNITED PLANNERS` FINANCIAL SERVICES OF AMERICA, A Limited Partnership.
Member FINRA and SIPC.
We are licensed to sell Insurance Products in the following states:
Oregon, Arizona, Washington

We are licensed to sell Securities in the following states:
Oregon, California, Arizona, Washington and Colorado
Securities offered through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A Limited Partnership.
Member FINRA and SIPC.
United Planners is the 3rd largest financial broker in the United States and the #1 Fastest Growing Brokerage in the United States.

Office Information & Hours:
2375 East Camelback Road, Suite 500
Phoenix, AZ 85016
Phone: (602) 387-4057 or 866-7(ARGOSY)
Fax: (602) 387-5001

Mon-Fri 9:00am to 5:00pm


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Financial Advisor Phoenix

Insurance Phoenix, Arizona
Financial Advisor Phoenix, Arizona

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