Cox Financial Group

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

536 18 St S, Lethbridge, Alberta, T1J 3E...

Phone Number

(403) 329-6220

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Cox Financial Group

Cox Financial Lethbridge offers comprehensive wealth planning services tailored for prosperous families, businesses, and professionals in Southern Alberta. Their certified wealth planners prioritize client relationships and provide expertise typically found in larger city advisory firms. The firm specializes in holistic wealth planning, including portfolio management, insurance, estate planning, and employee benefits. With a focus on understanding clients' goals, they deliver personalized and unbiased financial advice.Explore more
Cox Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cox Financial Group Org Chart

PhoneEmail
LH
Canada flag for contact location.

Director, Client Services

PhoneEmail
TD
Canada flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Cox Financial Group

Compare insights from companies similar to Cox Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cox Financial Group

<$5M
1-10
Private
-
1957
LH
Lindsey HeggedalDirector, Client Services
<$5M
11-50
Private
-
1990
Marc-Antoine Allen, Managing Director at Major Rock
Marc-Antoine AllenManaging Director
<$5M
11-50
Private
-
1998
KC
Karen CoxAdministrative Assistant
Illustration of an envelope

Cox Financial Group Tech Stack

A closer look at the technologies used by Cox Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Cox Financial Group

What is Cox Financial Group's official website?
Cox Financial Group's official website is www.coxfinancial.ca
What is Cox Financial Group's Revenue?
Cox Financial Group's revenue is <$5 Million
What is Cox Financial Group's SIC code?
Cox Financial Group's SIC: 62,628
What is Cox Financial Group's NAICS code?
Cox Financial Group's NAICS: 52,523
How many employees does Cox Financial Group have?
Cox Financial Group has 1-10 employees
What industry does Cox Financial Group belong to?
Cox Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Cox Financial Group competition?
Cox Financial Group top competitors include: Major Rock, Mercator Financial
What technology does Cox Financial Group use?
Some of the popular technologies that Cox Financial Group uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Cox Financial Group?
Cox Financial Group contact info: Phone number: (403) 329-6220 Website: www.coxfinancial.ca
What does Cox Financial Group do?

Cox Financial Lethbridge offers comprehensive wealth planning services tailored for prosperous families, businesses, and professionals in Southern Alberta. Their certified wealth planners prioritize client relationships and provide expertise typically found in larger city advisory firms. The firm specializes in holistic wealth planning, including p... ortfolio management, insurance, estate planning, and employee benefits. With a focus on understanding clients' goals, they deliver personalized and unbiased financial advice.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.