Saxon Financial Consulting Advisor Invited to Participate in Cambridge Leaders Club
Cincinnati, OH – May 6, 2013 – Garry W. Rutledge, Jr. of Saxon Financial Consulting has been selected by his broker-dealer, Cambridge Investment Research, Inc. (Cambridge) to participate in an exclusive Leaders Club workshop. Cambridge rep-advisors were asked to participate based on their outstanding service and exceptional levels of production.
“We are committed to supporting our advisors by offering events where they can network and learn from one another because we believe that the insight shared between thought leaders during these valuable sessions is invaluable,” said Eric Schwartz, CEO and founder. “We plan to add even more events for our advisors in the near future.”
The Leaders Club workshop will be held in conjunction with Cambridge’s annual Ignite conference, September 25-28 in Scottsdale, Arizona.
About Saxon Financial Consulting
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 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.
Our mission is to partner with clients to establish and achieve financial goals through objective planning and management of assets and/or employee benefits.
Our purpose is to help build, manage and preserve your financial and physical wealth. We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals.
Our philosophy is to provide our clients with the highest level of service and technical expertise in the management of employee benefits and/or preservation of wealth. The entire staff of Saxon Financial Consulting is firmly committed to this philosophy.
Contact: Garry W. Rutledge, Jr @ 800-847-1733.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member of FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Saxon Financial Consulting and Cambridge are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck.
About Cambridge
Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is an independent, privately-owned broker-dealer with over 2,200 independent registered representatives and $48.5 billion assets under management.
Cambridge was recognized as one of the Best of Iowa Businesses1 and has been named among the Top Workplaces in Iowa the last two years2. Cambridge also provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®3, Cambridge has been ranked a fee leader among independent broker-dealers for 12 consecutive years4.
Connect with Cambridge
www.linkedin.com/company/cambridge-investment-research
Insight on Cambridge
1 IA Biz magazine, “Best of Iowa Businesses,” 2010
2 Des Moines Register, “Top Workplaces in Iowa” 2011, 2012
3 THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
4 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2012.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
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