When you're looking for someone to trust with your finances, you want to be more than just a number. You want a financial planner who cares more about you than about how much you have to invest. Here at Artisan Square Financial Group, we believe that our caring approach and decades of experience set us apart.
We are a relationship-driven firm that wants to see you succeed: we want to see you send your kids off to college, retire comfortably, and realize your savings goals. We also want to help you plan for and see you through the financial challenges that life can throw your way. Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
We are a relationship-driven firm that wants to see you succeed: we want to see you send your kids off to college, retire comfortably, and realize your savings goals. We also want to help you plan for and see you through the financial challenges that life can throw your way. Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Services
At Artisan Square Financial Group, helping you realize your financial goals and dreams is our top priority. We are a "relationship-driven" firm, which means we believe that, in order to provide the best advice, getting to know you and your unique situation is a must! We consider ourselves "artisans" in financial services.
At Artisan Square Financial Group, we are a team of like-minded financial professionals who share the same core values. We all have a passion for serving people, hearing and getting to be a part of their stories, and helping them reach their financial goals. We see what we do as a craft. A combination of art and science that requires skill, dedication, creativity, and care.
At Artisan Square Financial Group we believe that financial planning is not a "one-size-fits-all" service. Our mission is to craft a custom financial plan that is tailored to fit your unique situation. We believe that the best financial advice is provided within the context of a full financial plan which takes into account the entirety of your financial life.
Our six step consulting process is the foundation upon which we build and maintain our relationship with you. As your relationship with our firm chronicles these steps, we establish goals, identify and implement solutions, and have a formal review process to monitor your progress and make changes as necessary.
Cetera Research is offered through Cetera Investment Management LLC, a Registered Investment Advisor. Cetera Research is available exclusively to you through your financial advisor and their broker/dealer's affiliation with Cetera Investment Management. The Cetera Research Team provides your financial advisor - and you - with tools, resources and insights to help you pursue your goals and carefully manage risk.
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