Cox Financial Group is an independent insurance and wealth advisory firm that develops long-term working relationships with successful entrepreneurs, professionals and their teams and takes the time to discover their unique needs and challenges. Our unique approach helps clients maximize value from their benefit and retirement programs. We ensure that our clients’ plans are funded in the most efficient manner, their team members understand the value of their programs and all programs align with the organization’s values and objectives.

Employee Benefit Plans

Group Retirement Plans

Health and Wellness

COX Financial Group is a proud member of Benefits Alliance since 2020.

COX Financial Group

536 18 St. S.
Lethbridge, AB T1J 3E7

 

jared@coxfinancialgroup.ca
403-329-6220
www.coxfinancialgroup.ca

Key Contacts

Jared Cox

Partner, Practice Focus – Benefits & Pension

PJ Lynch

Partner, Practice Focus – Insurance & Estate Planning

Contact COX Financial Group

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Latest Posts

The Cox Financial Group Team

Tyler Demers

Tyler Demers

Director of Operations

Lindsey Heggedal

Lindsey Heggedal

Director of Client Services

Brad Cox

Brad Cox

Partner

Geoff Cox

Geoff Cox

Partner