Saxe Capital - Roseville, California

Address: 2999 Douglas Blvd STE 180, Roseville, CA 95661, United States.
Phone: 8333502200.
Website: saxecapital.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Saxe Capital

☎️8333502200

⏰ Open Hours of Saxe Capital

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Saxe Capital: A Comprehensive Overview

Saxe Capital, located at 2999 Douglas Blvd STE 180, Roseville, CA 95661, United States, is a renowned financial institution that specializes in providing top-notch financial planning services to its clients. With a phone number of 8333502200 and a user-friendly website at saxecapital.com, the company has made it convenient for clients to get in touch and receive expert advice.

Specialties and Services

The primary focus of Saxe Capital is financial planning, which includes a range of services designed to help individuals and businesses manage their finances effectively. These services include investment advice, portfolio management, retirement planning, and much more. The company's commitment to delivering personalized and tailored solutions has earned them a stellar reputation in the industry.

Accessibility and Convenience

To ensure that all clients, including those with mobility issues, can access their services easily, Saxe Capital provides a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure that clients receive the undivided attention of their advisors and to minimize waiting times.

Client Reviews and Testimonials

With an impressive 11 reviews on Google My Business and an average rating of 5/5, Saxe Capital has garnered a strong following of satisfied clients. Many testimonials highlight the professionalism, patience, and genuine care exhibited by the advisors at the company. For instance, clients often mention the ease with which they can discuss their financial concerns and the way advisors like Christian help them understand complex financial concepts in a relatable manner.

One particular testimonial stands out: "Christian has been my portfolio advisor for several years now. He is very professional, straightforward, and explains the ins and outs of financial investments in a way that's relatable and easy to understand. He listens well; I always feel comfortable asking for clarification or more information and I can openly discuss any concerns. And he accommodates my ever changing schedule. I think he is also caring, genuine, and trustworthy. I highly recommend him"

Final Recommendation

If you are seeking a reliable and knowledgeable financial planning partner, Saxe Capital should be at the top of your list. With their commitment to personalized service, accessibility, and exceptional client satisfaction, they are truly a cut above the rest. To learn more about their services or to schedule an appointment, visit their website at saxecapital.com or call 8333502200. Don't miss this opportunity to take control of your financial future with the help of Saxe Capital.

👍 Reviews of Saxe Capital

Mirla R.

5/5

Christian has been my portfolio advisor for several years now. He is very professional, straightforward, and explains the ins and outs of financial investments in a way that's relatable and easy to understand. He listens well; I always feel comfortable asking for clarification or more information and I can openly discuss any concerns. And he accommodates my ever changing schedule. I think he is also caring, genuine, and trustworthy. I highly recommend him!

Karl B.

5/5

The annuity Christian recommended in October '23 has shown good results so far. I just started another one with a retirement account I transferred from my former employer. I am comfortable with the security it provides and excited about the potential growth. I am confident Christian took the time to find and research the best investment options for me as I am approaching retirement in a couple years.

Tonya O.

5/5

Christian Ortez has been our financial advisor for several years. He's extremely knowledgeable and is able to explain in layman terms everything to us about our financial plan. As importantly, he is a very caring person who genuinely cares deeply about giving us the best financial advice possible. I highly recommend him. - Tonya O

Curtis B.

5/5

Christian has been a great help with my investments and retirement plan. He advised me with no risk, high return annuities and funds as well as a diversity of other investments. He is a pleasure to work with as he does his research and easy to deal with. I have known him for years and I recommend him to assist you with your finances.

Wendy A.

5/5

Christian Ortez is an absolutely wonderful wealth manager, and I have been working with him for years. He assisted me with properly setting up my retirements accounts, has kept me on track, and has never steered me wrong. He has navigated me through several job 401K changes, and also helped navigate me through the death of my mother in 2016 (and all of the financials that went along with that). The trust & friendship that has been built is what keep me with him. If I could give him more than 5 stars, I would!

Jake L.

5/5

Christian has been an amazing partner of mine for over 10 years helping me navigate the best strategies of building wealth as an early-in-career young adult onwards. He is always listening to what my goals, ideas, and concerns are and helps me map out the plan for how to best accomplish long term success. Over the years, his guidance has helped me buy my first house, additional investment properties, strategize stock and portfolio positions to fit my goals, and continue to prepare me for retirement.

Christian has always been extremely accessible to help with input and direction on a moment's notice, always only a phone call or text away. The close 1:1 relationship allows him to give personalized feedback, specific to what he knows are my goals. This is very different than robo-advisors or different advising services I have used in the past where this is no awareness or context of who I am or what my objectives are.

Working with Christian has allowed me to build a well diversified portfolio with access to investment avenues I'd never have as an individual investor, save a significant amount in future tax liabilities, access to different lending options, and more.

Christian's partnership has afforded me significant growth in wealth, protection from risk, and the ultimate peace of mind that my financial future is in the best of hands. I couldn't recommend working with him strongly enough!

Gloria C.

5/5

I have had the pleasure of working with Christian for the past 8+ years, and I cannot express enough gratitude for the exceptional service and support he has provided. Christian's in-depth knowledge of the market and understanding of my financial goals have been instrumental in my peace of mind, especially during the last few years. I highly recommend Christian to anyone seeking not just a financial advisor but a trustworthy partner in their journey toward financial success.
Thank you Christian!

Amber B.

5/5

Christian has been my financial advisor for many years. He has helped me with a couple 401k rollovers and helped me growth my savings. He is very thorough to work with, easy to understand and has great follow through.