Saxon Financial Services

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Description

  • Saxon provides comprehensive employee benefit and wealth management services to our clients. Whether you are a CEO, Small Business Owner or head of household, we utilize a team approach in analyzing and planning a clients investment portfolio, cash flow, retirement and benefit/insurance needs. Our recommendations are based solely on your specific needs, circumstances and goals. We consistently monitor your goals and offer education to ensure your plan stays on course to meet your needs. The partners have over thirty years of investing and benefit experience and are active members of the community.Copyright © 2017 Saxon Financial Services Communication regarding securities is strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, GA, IN, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, VA, WA, WV, WY.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Saxon Financial Services are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. No offers may be made or accepted from any resident outside the specific state(s) referenced.
  • location

    Headquarters:9636 Cincinnati Columbus Rd , West Chester, Ohio, United States

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  • Saxon Financial Services phone

    Phone Number: +1 513-573-0129

  • Saxon Financial Services website

    Website: https://www.saxonconsultants.com

  • Saxon Financial Services employees

    Employees:25

  • Saxon Financial Services revenue

    Revenue:$1 - 10M

  • Saxon Financial Services legal name

    Legal Name:Saxon Financial Services

  • Saxon Financial Services's Social Media

    Saxon Financial Services linkedin Saxon Financial Services facebook Saxon Financial Services twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Operating Officer for Saxon Financial Services

Karie Waddell-Gallo

Chief Operating Officer

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View Employees

Karie Waddell-Gallo

Chief Operating Officer

Steven Clark

Owner

Garry Rutledge

Partner

Jamie Charlton

Managing Partner

Todd Yawit

Director, Employer Sponsored Retirement Plans

Frequently Asked Questions regarding Saxon Financial Services

  • Where are Saxon Financial Services's Headquarters?

    Saxon Financial Services's Headquarters are in 9636 Cincinnati Columbus Rd ,West Chester,Ohio,United States

  • What is Saxon Financial Services's phone number?

    Saxon Financial Services's phone number is +1 513-573-0129

  • What is Saxon Financial Services's official website?

    Saxon Financial Services's official website is https://www.saxonconsultants.com

  • What is Saxon Financial Services's Revenue?

    Saxon Financial Services's revenue is $1 - 10M

  • What is Saxon Financial Services's NAICS code?

    Saxon Financial Services's NAICS code is 523930

  • How many employees are working in Saxon Financial Services

    Saxon Financial Services has 25 employees

  • What is Saxon Financial Services's Industry?

    Saxon Financial Services is in the industry of Financial Services

  • Who is Saxon Financial Services's Chief Operating Officer?

    Saxon Financial Services's Chief Operating Officer is Karie Waddell-Gallo

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