Sharing a HUGE 𝗧𝗛𝗔𝗡𝗞 𝗬𝗢𝗨 to all of the sponsors and participants that came out, had a blast and helped us raise $7874.43 for the American Heart Association this year! #AmericanHeartAssociation #AHA #GoSaxon #CommunityStrong #BowlForHeart
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
Get directions
9636 Cincinnati Columbus Road
Cincinnati, 45241, US
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Get directions
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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Kelley Bell
Providing high end service and cost reducing health insurance solutions
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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
Updates
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TONIGHT we bowl! We are excited for the opportunity to raise dollars and awareness for the #AmericanHeartAssociation again this year with our 𝗕𝗼𝘄𝗹 𝗙𝗼𝗿 𝗛𝗲𝗮𝗿𝘁 event and would like to offer a huge shout out to our amazing sponsors that contributed to make this event a success. Together we continue giving back and lifting up to keep our #CommunityStrong! 𝗦𝗽𝗮𝗿𝗲 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: United Healthcare, Aetna 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗶𝗻𝗴 𝗦𝗽𝗼𝗻𝘀𝗼𝗿: Colonial Life 𝗦𝘁𝗿𝗶𝗸𝗲 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: Sun Life, Current HR, SunSpot Pool & Patio 𝗣𝗲𝗿𝗳𝗲𝗰𝘁 𝗚𝗮𝗺𝗲 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: Shaw Ranch, Delta Dental, Roundstone #GoSaxon #CommunityStrong #AHA #AmericanHeartAssociation #LuckyStrike #BOWLFORHEART
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Today you are struggling to check all the boxes and face every challenge, but tomorrow you could have an entire team of experts at your service. --> https://lnkd.in/es9zREJP #onesaxon #employeebenefits #gosaxon #ourteamisyourteam #ourexpertsareyourexperts
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Wondering if you changed careers and somehow became a professional juggler at some point? Stop the balancing act - call Saxon! https://lnkd.in/es9zREJP #employeebenefits #onesaxon #gosaxon
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Tired of hearing, ".. and once you grow a bit bigger, you'll have access to all of these wonderful services..."? Don't wait for wonderful. At Saxon, small business is wonderful business! We believe small and medium-sized businesses deserve all the support, resources, quality and value of larger organizations. See the difference--> https://lnkd.in/es9zREJP
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Are you ready to feel like you are benefitting from a benefits broker? From small teams to growing organizations, Saxon approaches benefits with service and people in mind. Do benefits differently - check it out --> https://lnkd.in/es9zREJP #gosaxon #employeebenefits #onesaxon
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Saxon helps you reach your goals through innovative plan design & cost control strategies, keeping you in control of your bottom line, prepared for future growth and a place where top talent wants to come to work. https://lnkd.in/es9zREJP #gosaxon #onesaxon #employeebenefits
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Partnering with Saxon means--> Our resources become your resources. Our experts become your team. Check out this video and start benefiting differently! https://lnkd.in/es9zREJP #gosaxon #onesaxon #employeebenefits
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Saxon not only adds expertise to your growth journey but a whole bunch of no-cost value adds too. From accessible online educational resources, tools to help streamline administration & compliance, as well as educational workshops for you and your teams! https://lnkd.in/es9zREJP #gosaxon #onesaxon #employeebenefits
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High-performing #EmployeeBenefits aren't just for the big guys. Partner with a team of experts that specialize in leveraging the best for the smallest, all while providing accessible, friendly experts you can count on. Partner with Saxon. https://lnkd.in/es9zREJP #gosaxon #onesaxon #growsmartfromthestart
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