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  • About Us
  • Businesses
    • Business Succession Planning
    • Cash Management
    • Business Retirement Plans
    • Key Person Insurance
    • Employee Benefits Consulting
    • Business Risk Management
  • Personal
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Life Insurance & Risk Management
    • College Savings Plans
  • Resources
    • Blog
    • In The Community
  • Contact Us
Client Log-in

Jill O'Neal

Head of Operations

jill@coxandklugh.com
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First Meeting

Contact Us Today

Let’s Talk About Your Next Step

Call (864) 986-4242 or email team@coxandklugh.com to schedule a quick conversation with our team. No long forms—just real advice from real people ready to help.

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Disclosures  |  Form CRS  |  BrokerCheck

Contact Us
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(864) 986-4242
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team@coxandklugh.com
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129 N Main St Suite 200
Anderson, SC 29621
Rooted in Upstate South Carolina

Anderson, SC

Greenville, SC

Upstate South Carolina

Serving clients statewide and nationwide.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Cox, Klugh & Company are not affiliated companies. 

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