Cox Financial Group

We have been dealing with the Cox Financial team for many years and couldn't be more pleased with the relationship. Jeff and Jared understand our group and what fits our organization the best. We consult with them anytime we look at altering our benefits program and they put in a ton of effort to provide us with the all the best options/solutions. More importantly though, Jeff and Jared understand relationships. They are simply great to deal with. In addition, they have added Brett Johnson to their team to manage the investment side of the business. We enjoy our relationship with Jeff, Jared, and Brett because they have strong values that are aligned with ours.

As a Benefits Manager, I've personally worked with Cox Financial Group for 8+ years, but our company has partnered with them much longer than that.I've always found Jared and his team very responsive and are content experts for benefits. They readily step in as liaison with vendors for the sake of our employees needs.For example, Jared and his team spent several weeks gathering documentation and reasoning to state a case on behalf of an employee's enrollment.Cox Financial Group stays on top of our plans, monitors trends to provide feedback and options for best practices, which helped us save on health care expenditures many times.

We have been using Cox Financial to handle our Benefits and Group RRSP's since 2007. This experience has always been positive. Having them handle all the difficult negotiations, shopping policies and dealing with problems makes our jobs much easier. We appreciate their customer service and dedication to their customers. They are a great team. We would absolutely recommend them.

My experience with Cox Financial Group has been outstanding. They are efficient, professional and they do an excellent job of finding the right product for your individual needs.

Cox Financial have been great partners for our group of businesses for many years. The service levels are excellent and the whole staff is knowledgeable and provide great options and advice to us.

I’ve been with Cox Financial Group for some years now and during this time I’ve been very impressed with their competence, not only with their wise and skillful placement of my money but also their very professional organization. I would highly recommend them.

I have worked with Cox Financial Group regarding my life insurance. They provided me a competitive offer extremely quickly. I would recommend to anyone looking for honest advice.

We have been dealing with Cox Financial for our group benefits for many years, Geoff and Jared have always been attentive to our needs. They have taken the time to understand our business and advise us accordingly. I would recommend to anyone looking for professional and personalized service.

We have been working with the Cox Financial Group both personally and through our business for many years. The entire team is knowledgeable, friendly, and quick to respond to any questions. They have handled our benefit plan and have come up with a plan that works extremely well for our business and our employees. Their ability to provide a wide range of services is also an advantage to us. I highly recommend the Cox Financial Group!

I have had the pleasure of working with the Cox Financial for both corporate (employee benefits and retirement plans), and for personal planning. They have always gone above and beyond to provide a great experience and value. Highly recommend!