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Gary Sax, MBA


The Importance of Independence

Sax Financial was founded on the belief that in order to deliver the highest quality investment services, financial professionals should be independent. To that end, we have affiliated ourselves with one of the nation’s largest independent broker-dealers, Investacorp, Inc. Because of our relationship with Investacorp, we are able to use some of the best possible financial strategies for our clients. As an independent financial services firm, we are not pressured to use a certain product and are therefore able to offer our clients a wide array of services.

Our Clients Come First

Great service is at the cornerstone of everything we do. We work one-on-one with clients to address their individual needs. We create customized financial strategies for our clients, and continually monitor those strategies as life changes. Whether you are just getting started or are changing your existing financial strategy, we can address your needs.

There is no charge for a consultation.

We don’t know if we can help you unless we meet with you first. We offer a complimentary meeting to all prospective clients. Let us get to know you, and have you find out more about us before you make any decisions regarding your finances.