Cox Capital Management

Cox Capital Management

Financial-Services

Andover, MA
United States
Company Tagline

Financial planning and asset management with a human touch!

Industry Category
Financial-Services
Company Description

Cox Capital Management is a leading financial services firm dedicated to assisting clients in achieving their investment goals through comprehensive financial planning and expert asset management. With a commitment to independent thinking and personalized service, Cox Capital Management offers tailored solutions designed to meet the unique needs of each client. The firm's mission is to provide insightful investment strategies and practical financial planning tips, empowering individuals to make informed decisions and secure their financial futures.

Located at 23 Central St., Andover, MA 01810, US, Cox Capital Management prides itself on delivering a human touch to financial planning. By understanding clients' aspirations and risk tolerance, Cox Capital Management develops customized portfolios that align with their long-term objectives. The firm's expertise in portfolio management, financial advising, and investment management ensures that clients receive the highest level of guidance and support.

Cox Capital Management's dedication to excellence and client satisfaction has established it as a trusted partner in the financial services industry. Explore the possibilities with Cox Capital Management and discover how their tailored financial solutions can help you achieve your dreams. We invite the manager of Cox Capital Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and connect with new clients.

Cox Capital Management est une société de services financiers de premier plan dédiée à aider ses clients à atteindre leurs objectifs d'investissement grâce à une planification financière complète et à une gestion d'actifs experte. Avec un engagement envers la pensée indépendante et un service personnalisé, Cox Capital Management offre des solutions sur mesure conçues pour répondre aux besoins uniques de chaque client. La mission de l'entreprise est de fournir des stratégies d'investissement perspicaces et des conseils pratiques en matière de planification financière, permettant aux individus de prendre des décisions éclairées et d'assurer leur avenir financier.

Situé au 23 Central St., Andover, MA 01810, États-Unis, Cox Capital Management est fier de fournir une touche humaine à la planification financière. En comprenant les aspirations et la tolérance au risque de ses clients, Cox Capital Management développe des portefeuilles personnalisés qui s'alignent sur leurs objectifs à long terme. L'expertise de l'entreprise en matière de gestion de portefeuille, de conseil financier et de gestion des investissements garantit aux clients le plus haut niveau de conseils et de soutien.

L'engagement de Cox Capital Management envers l'excellence et la satisfaction de ses clients en a fait un partenaire de confiance dans le secteur des services financiers. Explorez les possibilités avec Cox Capital Management et découvrez comment leurs solutions financières sur mesure peuvent vous aider à réaliser vos rêves. Nous invitons le responsable de Cox Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre portée et de vous connecter avec de nouveaux clients.

Key Personnel / Employees
William Cox Anne Lee Harrison Oakes CFA Jillian Brooks

Compare Companies Side by Side

Compare Cox Capital Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Cox Capital Management
Cox Capital Management
Main Company
Altium Wealth Architecture
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Optimize Financial Group
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Innova Wealth Partners
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Founded Year
2013 2009 2011
Company Size
11-50 201-500 11-50
City
Andover, MA Montreal, Quebec Toronto, Ontario Greater Sudbury, Ontario
Country
United States Canada Canada Canada
Skills & Keywords Comparing with main company
8 Total Skills
Financial Planning Asset Management Investment Management Portfolio Management Financial Advisory Wealth Management Financial Services Financial Advising
13 Total 1 Common 12 Unique
Match 13%
Common Skills:
Wealth Management
Unique Skills:
Architecture de patrimoine Bureau des affaires familiales Coordination de patrimoine Education Éducation Gestion de patrimoine +6
12 Total 12 Unique
Unique Skills:
Debt Management Education Savings Executive & Business Services Financial Advice Insurance Investments +6
4 Total 4 Unique
Unique Skills:
Financial & Consultation Services Income Tax Planning & Filing Retirement & Cash Flow Planning Risk Management & Insurance
4
Total Companies
2009
Oldest Founded
2
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

Cox Capital Management 考克斯资本管理公司 कॉक्स कैपिटल मैनेजमेंट شركة كوكس لإدارة رأس المال Кокс Кэпитал Менеджмент