Tim Grimes
GBRaving Fan of Artifex My wife and I have been clients of Doug and Artifex for many years. Doug and Artifex have been with us as the seasons have changed in our lives; making sure we had enough life insurance; making sure there were funds for college; and now making sure our financial goals align with our retirement plans. Not only are Doug and the entire Artifex team a pleasure to work with, they are now using a tool (FinLife Guide Center) that has taken our financial planning to the next level. Doug and his staff walked us through a series of questions to help us better understand our needs and wants in retirement; our tolerance for risk; and provide a real time gauge of how our results compare to our expectations. The tool allows us to see our returns and net worth in real time and can be used to easily make adjustments as needed. It is reassuring to my wife and me that Doug and Artifex invest in tools that allow us to have piece of mind. I would highly recommend Doug and the Artifex team to anyone looking for an advisor that will partner with you and be with you every step of your journey.
Matthew K
GBPeace of mind We have been working with Artifex for a year now, and have found their services have always exceeded our expectations. With their advanced planning tools, Doug and his team were able to better understand our personal and financial goals and customize a comprehensive plan just for us.
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.
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.
Frank Vallera
GBHelpful and Responsive Very helpful in dealing with my many questions and issues. Always very responsive even in the evenings and weekends. The market has been terrible, but they have navigated our investments wisely to protect and maintain our assets.