Cox & Cook Wealth Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

53 N High St Ste A, Dublin, Ohio, 43017,...

Phone Number

(614) 764-2366

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Cox & Cook Wealth Advisors

Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. We empower our client through a process called the Anchor Point FORMula.Explore more
Cox & Cook Wealth Advisors's Social MediaPopular SearchesCox & Cook Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Cox & Cook Wealth Advisors Org Chart

PhoneEmail
CC
United States flag for contact location.

Senior Leader Advisor - Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cox & Cook Wealth Advisor...

<$5M
1-10
Private
-
1999
CC
Cory CookSenior Leader Advisor - Partner
$9.3M
11-50
Private
<$5M
2012
Jason Herber, Founding Partner. Senior Wealth Advisor, Chief Financial Officer at TRUE Private Wealth Advisors
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
1-10
Private
-
2021
Hannah Chapman, Founder & Chief Executive Officer & Financial Advisor at X² Wealth Planning
Hannah ChapmanFounder & CEO & Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2022
BW
Barry WongWealth Advisor
<$5M
1-10
Private
-
1960
CL
Christopher LococoFinancial Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cox & Cook Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cox & Cook Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cox & Cook Wealth Advisors.

Cox & Cook Wealth Advisors Tech Stack

A closer look at the technologies used by Cox & Cook Wealth Advisors

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Frequently Asked Questions Regarding Cox & Cook Wealth Advisors

What is Cox & Cook Wealth Advisors's official website?
Cox & Cook Wealth Advisors's official website is www.plans2retire.com
What is Cox & Cook Wealth Advisors's Revenue?
Cox & Cook Wealth Advisors's revenue is <$5 Million
What is Cox & Cook Wealth Advisors's SIC code?
Cox & Cook Wealth Advisors's SIC: 62,628
What is Cox & Cook Wealth Advisors's NAICS code?
Cox & Cook Wealth Advisors's NAICS: 52,523
How many employees does Cox & Cook Wealth Advisors have?
Cox & Cook Wealth Advisors has 1-10 employees
What industry does Cox & Cook Wealth Advisors belong to?
Cox & Cook Wealth Advisors is in the industry of: Finance, Securities Trading
What is Cox & Cook Wealth Advisors competition?
Cox & Cook Wealth Advisors top competitors include: First Street Wealth Advisors, Grove Wealth Advisors, Vision Wealth Advisory, TRUE Private Wealth Advisors
What technology does Cox & Cook Wealth Advisors use?
Some of the popular technologies that Cox & Cook Wealth Advisors uses are: WordPress.org, Google Font API, Google Tag Manager, Google Global Site Tag
How do I contact Cox & Cook Wealth Advisors?
Cox & Cook Wealth Advisors contact info: Phone number: (614) 764-2366 Website: www.plans2retire.com
What does Cox & Cook Wealth Advisors do?

Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. We empower our client through a process called the Anchor Point FORMula.... Read More

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

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