Our Services

Gary I. Cox, a CERTIFIED FINANCIAL PLANNER™ practitioner, helps families and small businesses with their financial affairs and investments.  He will provide regular investment advisory services in regards to a clients personal financial situation.  He reviews the clients present financial situation and makes recommendations.  During the year, he is available to help clients in making financial decisions regarding their personal state of affairs.  Every year, Gary meets/talks with clients to update their financial profile and makes needed changes with them to their existing accounts.