George Cox
Founder at Cox Wealth Management | Spencer, Massachusetts, United States
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George Cox, as the Founder of Cox Wealth Management, brings a wealth of expertise in financial advisory services, specializing in risk mitigation and customized financial solutions. With a strong focus on understanding the unique circumstances and aspirations of each client, George has cultivated a client-centric approach that prioritizes building deep, valued relationships. His extensive experience in areas such as retirement planning, portfolio management, and strategic financial planning allows him to craft tailored investment strategies that align with clients’ long-term goals.
At Cox Wealth Management, George leads key projects aimed at enhancing clients’ financial security through comprehensive wealth management and insurance strategies. His proficiency in employer-sponsored plans, including 403(b) plans, ensures that clients receive informed guidance on employee benefits and retirement options. By adopting a fee-based approach, George emphasizes transparency and accountability, fostering trust and confidence among clients.
In an ever-evolving financial landscape, George remains committed to continuous learning and adaptation, leveraging his skills in personal finance and investment advisory to navigate complex market dynamics. His dedication to empowering clients through education and informed decision-making sets Cox Wealth Management apart as a leader in the industry. By focusing on risk management and personalized financial strategies, George Cox is not just a financial advisor; he is a trusted partner in his clients’ journeys toward financial independence and prosperity.
Founder at Cox Wealth Management in July 2010 to Present
Coach at Worcester Junior Sharks in January 2010 to March 2016
Wealth Manager at Q Financial Group in May 2009 to March 2010
Financial Advisor at Merrill Lynch in November 2007 to January 2009
Internet Recruitment Consultant at Monster Worldwide in December 2006 to January 2007
Registered Representative at AXA Advisors in April 2004 to December 2006
Financial Services Representative at MassMutual in September 2001 to April 2004
Regional Sales Specialist at Pioneer Investments in January 2001 to June 2001
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Employer Sponsored Plans
403(b) Plans
Financial Advisory
Retirement Planning
401(k) Retirement Savings Plans
Wealth Management
Investment Strategies
Retirement
Cash Management
Personal Finance
Financial Goals
Mutual Funds
Securities
Strategic Financial Planning
Portfolio Management
Investment Advisory
Management
Insurance
Employee Benefits
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What is George Cox email address?
Email George Cox at [email protected] and [email protected]. This email is the most updated George Cox email found in 2026.
What is George Cox phone number?
George Cox phone number is +15082778195 and +15082778840.
How to contact George Cox?
To contact George Cox send an email to [email protected] or [email protected]. If you want to call George Cox try calling on +15082778195 and +15082778840.
What is George Cox net worth?
George Cox has an estimated net worth of -$2,499 to $2,499
What company does George Cox work for?
George Cox works for Cox Wealth Management
What is George Cox's role at Cox Wealth Management?
George Cox is Founder
George Cox Email Addresses
George Cox Phone Numbers
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