Gerald Summers
Gerald o Summers Cfp, Clu, Chfc, Casltm at Artifex Financial Group
Based in Cincinnati, United States
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Seniority
Staff
Department
Other
Location
Cincinnati
Industry
Financial Services
Company size
8
Contact information
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g•••••••@artifexfinancial.com
Phone
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Background
About Gerald Summers
At Artifex Financial we strive to get to know you and understand where you have been and where you would like to go with your financial resources. Critical thinking, problem-solving, and decision-making capabilities in identifying opportunities and providing relevant resolutions for your financial situation can only develop if we truly know you. Focusing on the critical components of fiduciary standards relating to cost, performance, Investment Policy Statement, and Fiduciary Oversite in 401(k) plans.
Decision-makers
Other people at Artifex Financial Group
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- ERManager
Elizabeth Raby-Salinas
Client Relationship Manager · Customer/Client Service
- ABC-Team
Alexander Browning
Partner · General Business & Management
- JDManager
Jansen Davidson
Client Relationship Manager · Customer/Client Service
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