Saxon Financial Group

www.saxonfinancialgroup.com

The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests. Our purpose is to organize assets, optimize accounts for performance, and educate families on how to be the best steward of their assets. Our Core Values: Client First. We are in this business because we have a passion for helping people reach their financial goals. We are not only your financial advisors; we are a core part of your road to success. We are available to talk to you about any questions or concerns you have, any time, on any topic. Integrity: We do what is right, even when it is difficult. We know that many people can be led astray when choosing financial products. Our team is dedicated to serving and protecting our clients, the organizations we work with, and our community. Teamwork: We have carefully selected each team member based on our core values. Just as we are committed to serving you, we are equally dedicated to helping each other as team members. Our office is a place of support, growth, and innovation. To speak with us today, please email Melody at Melody@SaxonFinancialGroup.com Saxon Financial Group may utilize third-party websites, including social media websites, blogs and other interactive content. Saxon Financial Group considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Saxon Financial Group generally retains copies of information that Saxon Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Saxon Financial Group or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.

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The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests. Our purpose is to organize assets, optimize accounts for performance, and educate families on how to be the best steward of their assets. Our Core Values: Client First. We are in this business because we have a passion for helping people reach their financial goals. We are not only your financial advisors; we are a core part of your road to success. We are available to talk to you about any questions or concerns you have, any time, on any topic. Integrity: We do what is right, even when it is difficult. We know that many people can be led astray when choosing financial products. Our team is dedicated to serving and protecting our clients, the organizations we work with, and our community. Teamwork: We have carefully selected each team member based on our core values. Just as we are committed to serving you, we are equally dedicated to helping each other as team members. Our office is a place of support, growth, and innovation. To speak with us today, please email Melody at Melody@SaxonFinancialGroup.com Saxon Financial Group may utilize third-party websites, including social media websites, blogs and other interactive content. Saxon Financial Group considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Saxon Financial Group generally retains copies of information that Saxon Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Saxon Financial Group or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.

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Country

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State

Texas

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City (Headquarters)

Houston

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Employees

11-50

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Founded

2005

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Business Development Director and Financial Advisor / Retirement Plans

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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