PAX Financial Group
My wife and I have been guided by 2 different advisors at PAX, and both have been exceptional. The session in which we were asked to place our financial priorities in order from top to bottom was enlightening and encouraging. We learned that our risk tolerance was very similar and subsequent investment strategies were developed with those preferences in mind. Over several years, we have called or emailed with questions when we read or hear something, and always receive thoughtful, incisive guidance. Often, the suggestion/advice we asked about was very appropriate for the friend who offered the advice, but clearly did not fit our situation and unique "financial personalities". We arrived at PAX with Dave Ramsey financial planning and a savings plan firmly in place, but we were pleased...
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- 401k Pension Plans
- Employee Benefits
- Financial Planning
- Investment Management
- Retirement Planning
Sentiment Analysis
I’d challenge you to find a better group to trust with your financial planning!
Great team and personalized service!
Pax has been a great team to work with.
Absolutely incredible people, they treat you like family even if you aren't a big company or client.
Amazing team and very helpful
We've established relationships that will last a lifetime and are so thankful for the input, guidance and deposits their Team have contributed to our Family.
I can testify to all the love and care they put into everything they do.
I have come to trust that they are seeking to do the best for me and my family and not for their bottom line.
In the confusing world of investing, they take the time you need to review, explain, and care about your financial needs.
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