The Christie Cox Way
We are your partners to build custom solutions that create, manage and protect your wealth.
Whether you are individually wealthy, an entrepreneur, business owner or interested in managing your family’s wealth, we provide expertise in the financial industries’ operational side, planning, and the securities markets. These services, allied with relationships we have with trusted outside experts in accounting, tax, and estate planning, helps us ensure a total solution for a protected legacy.
Our process is a commitment to planning and strategy. Through attention to budget, expense analysis, and prompt, pro-active operational maintenance of our client’s assets, we can achieve our objective of a conflict-free, transparent path to meeting your goals and exceeding your expectations.
Our Offerings
ACCOUNTS
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
INVESTMENTS
Bonds
Common Stock
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Private Equity
Alternative Investments
FINANCIAL PLANNING
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
INSURANCE
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Variable Annuity
We welcome the opportunity to speak to you.
For more information about our firm and the services we offer, send us a quick email or call the office at rcox@fincadia.com | (646) 292-5083