Filed
I 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.
Filed by Kathleen R.
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Outstanding
18 reviews on file
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Particulars
Artifex Financial Group is a fee-only financial planning firm that was established in 2007. We serve clients throughout the United States and at one of our three offices in Dayton, Columbus, and Cincinnati Ohio. Our focus is serving as the family financial office for affluent and high net worth business owners and professionals who are interested in developing and maintaining a coordinated, process-driven strategy to achieve their optimal financial life and plan for a successful retirement.
Register summary for Artifex Financial Group (artifexfinancial.
Same department
The docket
18 published reviews on file
Filed
I am always so grateful to have someone do my taxes. I couldn't ever do them myself.
Filed by Kathleen R.
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VERY HELPFUL IN ANSWERING TAX QUESTIONS
Filed by william F.
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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.
Filed by Frank V.
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I appreciate the six month review cycle either winning or losing. Have me back in six months.
Filed by W A D.
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The operations manager exceeded expectations in handling my distribution request timely and accurate.
Filed by Pat O.
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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.
Filed by Frank V.
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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.
Filed by Joan W.
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Working with Artifex has been great for our family. Jerry is always looking out for what is best for our situation. One of the things we really appreciate is how he always takes the time to make sure we fully understand what is happening and why. If I ever have any questions I always get a response within the same day, which I dont ever really expect to happen. I would 10/10 recommend Artifext to anyone looking for a complete financial advisory team.
Filed by Kelby R.