B Cox Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

155 E Shaw Ave Ste 102, Fresno, Californ...

Phone Number

(253) 858-5567

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About B Cox Planning

B Cox Planning specializes in financial and insurance planning, primarily serving women at various stages of life. The company offers comprehensive financial planning, insurance planning, and tailored services for business owners and families with unique needs. Their approach focuses on simplifying financial decisions and providing personalized guidance to help clients achieve financial independence and confidence. B Cox Planning aims to create a supportive environment where clients can openly discuss their financial aspirations and receive strategies that align with their individual goals.Explore more
B Cox Planning's Social MediaPopular SearchesB Cox PlanningCox PlanningBcoxplanningSIC Code 62,628NAICS Code 52,523Show more

B Cox Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

B Cox Planning

<$5M
1-10
Private
-
1988
BC
Beverly CoxFinancial Professional
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

B Cox Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

B Cox Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about B Cox Planning.

B Cox Planning Tech Stack

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Frequently Asked Questions Regarding B Cox Planning

What is B Cox Planning's official website?
B Cox Planning's official website is www.bcoxplanning.com
What is B Cox Planning's Revenue?
B Cox Planning's revenue is <$5 Million
What is B Cox Planning's SIC code?
B Cox Planning's SIC: 62,628
What is B Cox Planning's NAICS code?
B Cox Planning's NAICS: 52,523
How many employees does B Cox Planning have?
B Cox Planning has 1-10 employees
What industry does B Cox Planning belong to?
B Cox Planning is in the industry of: Finance, Insurance, Securities Trading
What is B Cox Planning competition?
B Cox Planning top competitors include: Legacy One Financial, Westex Investment Services, Great Lakes Wealth Advisors, Copper Canyon Wealth Management
What technology does B Cox Planning use?
Some of the popular technologies that B Cox Planning uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact B Cox Planning?
B Cox Planning contact info: Phone number: (253) 858-5567 Website: www.bcoxplanning.com
What does B Cox Planning do?

B Cox Planning specializes in financial and insurance planning, primarily serving women at various stages of life. The company offers comprehensive financial planning, insurance planning, and tailored services for business owners and families with unique needs. Their approach focuses on simplifying financial decisions and providing personalized gui... dance to help clients achieve financial independence and confidence. B Cox Planning aims to create a supportive environment where clients can openly discuss their financial aspirations and receive strategies that align with their individual goals.Read More

What are B Cox Planning social media links?
B Cox Planning Linkedin page B Cox Planning Facebook page
Is B Cox Planning a public company?
B Cox Planning is private company therefore does not currently have an official ticker symbol
See more information about B Cox Planning

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