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Cox Financial Group photo
Cox Financial Group photo
Cox Financial Group photo
Cox Financial Group photo
Cox Financial Group photo

Cox Financial Group

4.8 17 reviews
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Hours: Open 24/7
Address: 536 18 St S, Lethbridge, AB T1V 1V1, Canada Get Directions
Wealth Management Companies Best Wealth Management Companies in CA Best Wealth Management Companies in AB

Services & pricing

Average price range
ServiceDetailsPrice
Employee Benefits Group Benefits Plan $300 - $500 Call to Book
Employee Assistance Program $50 - $100 Call to Book
Wellness Programs $200 - $400 Call to Book
Retirement Planning Group RRSP $100 - $200 Call to Book
Individual Retirement Accounts $100 - $300 Call to Book
Pension Plans $200 - $350 Call to Book
Life Insurance Term Life Insurance $20 - $50 Call to Book
Whole Life Insurance $50 - $100 Call to Book
Universal Life Insurance $30 - $70 Call to Book
Investment Services Portfolio Management $500 - $1000 Call to Book
Financial Planning $150 - $300 Call to Book
Wealth Management $250 - $600 Call to Book

What people love

From reviews
Knowledgeable staff Professional advice Great options Excellent service Personalized service Helpful staff Quick response Friendly staff Understanding business Long-term partnership

About this business

Accessing leading edge wealth planning expertise once meant working with advisory firms from Calgary, Toronto, or other large city centres. Our team brings that big-city expertise to the heart of Southern Alberta with a suite of premium wealth planning options for high-net-worth f amilies, businesses and professionals. Based here in Lethbridge, we focus on building personal, long-standing relationships with all our clients. Because holistic wealth planning is about more than just tax or the markets—it’s about you, your family and achieving your goals.

Frequently asked questions

5 questions
What do Cox Financial Group clients say about the work?
Clients frequently praise the knowledgeable and friendly staff, particularly Geoff and Jared, for their attentive service and personalized advice on employee benefits and retirement plans. Many highlight the team's ability to understand their specific needs and provide effective solutions.
Does Cox Financial Group handle retirement planning, and what do customers say about their expertise?
Yes, they offer retirement planning services, including Group RRSPs and Pension Plans. Customers have noted the team's professionalism and efficiency, often mentioning their positive experiences with tailored retirement solutions.
What services does Cox Financial Group offer?
Cox Financial Group provides a range of services including Employee Benefits (Group Benefits Plan, Employee Assistance Program, Wellness Programs), Retirement Planning (Group RRSP, Individual Retirement Accounts, Pension Plans), Life Insurance (Term, Whole, Universal), and Investment Services (Portfolio Management, Financial Planning, Wealth Management).
How does Cox Financial Group support high-net-worth families in Lethbridge?
Cox Financial Group specializes in wealth planning for high-net-worth families, offering personalized services that focus on achieving individual goals. Their holistic approach is frequently praised by clients for its effectiveness and thoroughness.
Where is Cox Financial Group located?
536 18 St S, Lethbridge, AB T1V 1V1, Canada

Location & directions

Lethbridge, Alberta
Cox Financial Group
Wealth Management Companies
Address
536 18 St S, Lethbridge, AB T1V 1V1, Canada
Hours
Open 24/7
Get Directions
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