Frank Vallera
GBPlanning for our future retirement! Great assistance in guiding my wife and I from actively working everyday into early retirement. Helping us plan for our future financial needs with sound advice, direction, interviews, goals assessment, future dreams and a plan to get there.
Kathleen Rizer
GBI am always so grateful to have someone… I am always so grateful to have someone do my taxes. I couldn't ever do them myself.
Gabriel Fadel
GBI would highly recommend Artifex I would highly recommend Artifex. They are a well run financial institution with best in class customer service (investments, taxes, financial, etc...) who has delivered a top notch investment strategy for us. Their executive management appears to get involved into the all the details of your accounts and financials giving you a piece of mind that things are being taking care of.
Jay Brinker
GBAn Estate Planner's Big Thumbs Up Endorsement As an estate planning attorney, I have worked with Doug's clients for more than a year. I have always been impressed with the financial plans I have seen because they are detailed but very user friendly. I am also impressed with Doug's knowledge and attention to detail by making sure that his clients tend to their estate planning as part of their financial planning.
Bruce Stone
GBMy wife Gail and l needed a financial… My wife Gail and l needed a financial advisor. I was about to retire. I contacted Darren from your Oakwood office. He was very foreright and open describing artifice services and it's fiduciary principles. My wife and l set up meeting with Lex and Darren. We decided to sign on with artifice after interviewing two other financial service companies. We thought Darren and Lex were very professional, and liked how they made us feel comfortable with a very important decision. It is very stressful too choose someone to watch over your life savings. They both were understanding of our concerns. Gail and l were impressed with the approach Darren and Lex utilized to show us how your web design would develop our portfolio. The interpersonal tools designed to determine our risk tolerance and the tools to help us prioritize important personal character factors. This communication between Gail and myself goings through these exercises was very insightful. We also gained trust in Darren and Lex and the artifex approach in developing our portfolio. We look forward to meeting the rest of the artifex team and having a long successful partnership.