Saxon Financial Services
Financial Services
To care so much about you that you don't have to worry about the future.
About us
Saxon provides comprehensive Employee Benefits, Wealth Management, Medicare, and Retirement 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 client’s 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. 2023 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. Content provided via links to third-party sites should not be considered an endorsement of third part content. We make no representation as to the completeness or accuracy of information provided at these websites. Content/Posts pertaining to fixed insurance and health benefits services Do not relate to securities or advisory service, and are not affiliated with Cambridge. Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Not affiliated with or endorsed by the government or the federal Medicare program.
- Website
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http://gosaxon.com/
External link for Saxon Financial Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cincinnati
- Type
- Partnership
- Founded
- 2001
- Specialties
- Wealth Management, Retirement, Employee Benefits, Individual Insurance, and Medicare
Locations
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Primary
9636 Cincinnati Columbus Road
Cincinnati, 45241, US
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4031 Colonel Glenn Hwy
Suite 123
Beavercreek, Ohio 45431, US
Employees at Saxon Financial Services
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Jamie Charlton
CEO & Partner of Saxon Financial Services.
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Karie Waddell-Gallo, CBC
Chief Operating Officer at Saxon Financial Services
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Frank V. Lopez, Jr.
Group Benefits Consultant at Saxon Financial Consulting
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Donald McClurg
Financial Advisor with Saxon Advisors, a financial advisory practice of Ameriprise Financial, LLC
Updates
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Join the experts 𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 𝗔𝗨𝗚𝗨𝗦𝗧 𝟭𝟱𝗧𝗛 for our upcoming Saxon Univerity session, Emotions in the Workplace. This is a great opportunity to dive into a real understanding if navigating emotionally challenging circumstances in the workplace. Most importantly, 𝘁𝗵𝗶𝘀 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝗶𝘀 𝗙𝗥𝗘𝗘 and gives you direct access to friendly, knowledgeable experts to ask questions and 𝗚𝗘𝗧 𝗔𝗡𝗦𝗪𝗘𝗥𝗦! 𝗚𝗲𝘁 𝗺𝗼𝗿𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://lnkd.in/dbWy2VyA #gosaxon #saxonu #emotions #workplace #hr #freeevent #saxonu #saxonuniversity
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Prepared for the emotions that come with terminating an employee? Join us on August 15th as we tackle navigating and maintaining control of emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #employeebenefits #gosaxon #SaxonUniversity #SaxonU #emotions #workplace#freeevent #hr
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Managing people can present many challenges. Join us August 15th for our next Saxon University: Emotions in the Workplace as we tackle how to navigate, control and maintain emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #saxonu #gosaxon #emotions #workplace #hr #freeevents
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Join the experts 𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 𝗔𝗨𝗚𝗨𝗦𝗧 𝟭𝟱𝗧𝗛 for our upcoming Saxon Univerity session, Emotions in the Workplace. This is a great opportunity to dive into a real understanding if navigating emotionally challenging circumstances in the workplace. Most importantly, 𝘁𝗵𝗶𝘀 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝗶𝘀 𝗙𝗥𝗘𝗘 and gives you direct access to friendly, knowledgeable experts to ask questions and 𝗚𝗘𝗧 𝗔𝗡𝗦𝗪𝗘𝗥𝗦! 𝗚𝗲𝘁 𝗺𝗼𝗿𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://lnkd.in/dbWy2VyA #gosaxon #saxonu #emotions #workplace #hr #freeevent #saxonu #saxonuniversity
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Prepared for the emotions that come with terminating an employee? Join us on August 15th as we tackle navigating and maintaining control of emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #employeebenefits #gosaxon #SaxonUniversity #SaxonU #emotions #workplace#freeevent #hr
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Managing people can present many challenges. Join us August 15th for our next Saxon University: Emotions in the Workplace as we tackle how to navigate, control and maintain emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #saxonu #gosaxon #emotions #workplace #hr #freeevents
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Join the experts 𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 𝗔𝗨𝗚𝗨𝗦𝗧 𝟭𝟱𝗧𝗛 for our upcoming Saxon Univerity session, Emotions in the Workplace. This is a great opportunity to dive into a real understanding if navigating emotionally challenging circumstances in the workplace. Most importantly, 𝘁𝗵𝗶𝘀 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝗶𝘀 𝗙𝗥𝗘𝗘 and gives you direct access to friendly, knowledgeable experts to ask questions and 𝗚𝗘𝗧 𝗔𝗡𝗦𝗪𝗘𝗥𝗦! 𝗚𝗲𝘁 𝗺𝗼𝗿𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://lnkd.in/dbWy2VyA #gosaxon #saxonu #emotions #workplace #hr #freeevent #saxonu #saxonuniversity
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Prepared for the emotions that come with terminating an employee? Join us on August 15th as we tackle navigating and maintaining control of emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #employeebenefits #gosaxon #SaxonUniversity #SaxonU #emotions #workplace#freeevent #hr
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Managing people can present many challenges. Join us August 15th for our next Saxon University: Emotions in the Workplace as we tackle how to navigate, control and maintain emotion-creating circumstances in the workplace. Don't miss out! Saxon University is 𝘢𝘭𝘸𝘢𝘺𝘴 𝘍𝘙𝘌𝘌. -->𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/dbWy2VyA #saxonu #gosaxon #emotions #workplace #hr #freeevents
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