Karen Ponder
GBMy Artifex experience After my wife and I's initial meeting with Doug and Darren we both knew this was a financial team we wanted to work with. There was no talk of get rich quick schemes, just a long term plan for our financial well being going into our retirememt years. They covered every aspect of our lives, a will for our assets, power of attorney for our health directives, and so much more. We felt like nothing was left out.They made sure we had copies of everything so we could give our grown children a copy so they knew what to expect if something were to happen.On a side note, when my father inlaw passed, they helped my wife through all of the unsettled paperwork that he had left undone. These guys are always willing to meet with you when something comes up and help you make the best decision possible. And last but not least these guys are trustworthy. I actually have a meeting scheduled with Darren to discuss how I am going to take my social security in April. There are several ways to collect it and he wants to go over all of my options so I can make the best decision for my wife and I. If your looking for a financial planner/ life planner, this is the group to call, you will not be disappointed.
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.
Guy
GBARTIFEX has helped me and my family… With personable service, state of the art financial software, and sound advice I feel like Doug, Alex and the entire group have provided a financial plan geared towards my and my family’s needs. I strongly recommend this group.
Tom Doyle
GBProfessional Retirement Advice Retirement is a very personal decision. My wife and I felt we had saved sufficiently for retirement but recognized that professional guidance to better manage retirement spending would be beneficial. That led us to Artifex Financial Group. We could not have been happier with the decision. From the onset, The Artifex Group, and in particular our financial guide, Doug Kinsey, helped us navigate multiple scenarios to ensure good wealth management for the remainder of our retired life – into our late 90’s. By the time we settled on how best to distribute our assets, we had a solid financial plan along with active portfolio management provided by Artifex. Making decisions about money is as much emotional as cognitive. Artifex uses the sophisticated FinLife client experience website, to draw out not only where to put money, but why, how and what’s important to us. That’s very personal. The FinLife dashboard visually affirms all aspects of portfolio management in an easy-to-use portal. We, and our Artifex financial management team, are all connected through this single platform. We would highly recommend Artifex Financial Services to families needing a solid retirement strategy. And, because it’s a fee-based company, we trust the staff, like Doug, are working in our best interests, not others.
Joan Wire
GBexceptional service The Artifex Financial Group has been exceptional at meeting our needs over the years. Our recent meetings to discuss goals, both personal and financial, was helpful to gain better perspective of the "big picture" to meeting our objectives. We have complete trust in our advisor, Doug, and his team, to handle our finances with our best interest at heart.