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Customer Relationship Summary

Libby W.

Jamie and Lauren-I just wanted to thank you both for all you do for me and my girls. You are always so responsive, you return calls right away, and get things done immediately. That always takes a lot of stress off of me. And, best of all, you guys are so nice and fun to deal with! Hayley had a positive experience with you all so I linked up, and now Maddie and Alexa have done the same and I am just thrilled! Anyway, I wanted to thank you both for all you do!

Lynn C.

They're knowledgeable, reliable, highly competent and trustworthy. I felt right away that they were invested in my personal growth and future... the personal contact and close relationships you would expect. Looking forward to my retirement knowing I am taken care of with the plans they put into place.

Kristi F.

I met Steve, Lori and Jamie at Ironhorse Financial nearly two decades ago when I needed a Trust set up. I had one drawn up previously by an attorney through my employer's legal insurance and it was not a masterpiece, I did not know what to expect from Ironhorse. What a pleasant surprise it was. When I arrived Steve and Jamie invited me into a lovely office to get to know me, my circumstances and wishes. Steve used white boards, open questions and quality pamphlets to make sure I understood everything and felt comfortable. I knew I was at the right place. He drafted a professional, thorough, well packaged Trust which included not only what I asked for but also an Advanced Directive and Living Will drawn up according to my wishes. Important to me, he thoughtfully included documentation to protect my son's interests should something happen to me. At the close of our meeting Steve mentioned that he was also a Certified Financial Planner and should I ever need his recommendations for investing my assets he would be happy to do this for me. I left the meeting knowing I was going to seek his help. The best financial decision I have ever made was to have him draw up an Investment Plan for me. His broad background and 'one stop shopping' for JD, CPA, CFP and CAP was a perfect fit. He and Jamie had a meeting with me and my son so we would both understand all his recommendations including diversification, different investment vehicles, time frames and risk management strategy that would all work together to protect my nest egg and let it grow.

Evan C.

The Ironhorse team has been invaluable to me as both an individual investor and as a person navigating unknown and potentially frightening complexities of the financial world. My relationship with Ironhorse began by setting up some small investments, and when I acquired an inheritance, they guided me through the process step by step. Their knowledge and calm were crucial for me during an emotional time. Together, we then built and maintained my portfolio in line with my specific objectives, and we recently set up my estate plan. Even if it is simply bouncing off a stock research question, the Ironhorse team knows my goals and provides me with context for decisions. As someone always curious to build my investment portfolio, their newsletter provides me confidence when the stock market swings, and explains things in a way that I can understand. Having an experienced group of people that understands my goals, and that I can rely upon and talk with for my questions, has made all the difference. I would not have the peace of mind I enjoy daily without them.

Securities offered through Saxony Securities, Inc. Member FINRA/SIPC Investment Advisory Services offered through Saxony Capital Management, LLC. An SEC Registered Investment Advisor.

Accounting & legal services offered through Steven D. Kaestner P.C..

SIPC & FINRA

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