We strive to have our clients, their families, and our entire community be able to live fuller, more meaningful and purpose-driven lives because of what we do for them.
We work closely with you to develop a financial strategy that takes your unique needs into consideration. We will ensure that your goals are defined, offer you the right financial guidance, and help you navigate the path toward better tomorrows by securing the financial future you desire.
Hours: Monday–Friday | 8:00 A.M.–5:00 P.M. | Saturday and evenings by appointment
Marysville Office (Home)
127 West Fifth Street | Marysville, OH 43040
Dublin Office
Suite 600
655 Metro Place South | Dublin, OH 43017
Phone number: 937-644-0351 (Both locations)
_______________________________________________
Specialties: Estate Planning, Investment and Income Planning, Tax Planning, Insurance/ Risk Management Planning.
Our approach is to help our clients define their objectives and then link their faith to their finances so they be free to pursue what is really important to them in life.
Advisory services offered through McCarthy & Cox, a Registered Investment Adviser.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 127 W 5th St, Marysville,ohio 43040,united States
- Phone
- +1 937 644 0351
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mccarthyandcox.com
- Keywords
- Retirement Planning, Tax Minimization, Investment Advice, Insurance Auditing, Estate Planning, Long-term care, Interactive Workshops.
- HQ
- Marysville, Ohio
Mccarthy & Cox Retirement And Estate Specialists Llc Questions
Mccarthy & Cox Retirement And Estate Specialists Llc's helpline number is +1 937 644 0351
Mccarthy & Cox Retirement And Estate Specialists Llc's website is mccarthyandcox.com
Mccarthy & Cox Retirement And Estate Specialists Llc's LinkedIn profile is https://www.linkedin.com/company/mccarthy-cox
Mccarthy & Cox Retirement And Estate Specialists Llc has
15 employees.
View email and phone details for 15
employees at Mccarthy & Cox Retirement And Estate Specialists Llc.
Mccarthy & Cox Retirement And Estate Specialists Llc's industry is
Financial Services
Mccarthy & Cox Retirement And Estate Specialists Llc's top competitors are
Tcp Asset Management,
Brand It Marketing Communications,
First Bankers Trust Co.,
Gene Companion,
V2 Markets,
Milholland & Mitchell Financial Group,
The Joseph Group Capital Management,
True Alpha Wealth Management,
Goins Wealth Strategies,
Noviedge.
Mccarthy & Cox Retirement And Estate Specialists Llc's categories are Financial Services
Mccarthy & Cox Retirement And Estate Specialists Llc's founding year is 1998
