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CA / Wealth Management Companies
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(9) Professional advice(3) Great options(2) Excellent service(2) Personalized service(2) Helpful staff(2) Quick response(2) Friendly staff(2) Understanding business(2) Long-term partnership(2)

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.

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
Cox Financial Group Reviews · 4.8 average
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