McCarthy & Cox Retirement and Estate Specialists LLC
Financial Services
Marysville, Ohio, United States
15 employees
- Employees
- 15
- Contacts
- 2
- Emails
- 2
- Phones
- 2
McCarthy & Cox Retirement and Estate Specialists LLC Overview
- Headquarters
- Marysville, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- mccarthyandcox.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 1998
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About McCarthy & Cox Retirement and Estate Specialists LLC
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.
McCarthy & Cox Retirement and Estate Specialists LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
McCarthy & Cox Retirement and Estate Specialists LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Wesley Bean, Cfa | Chief Investment Officer at Mccarthy & Cox Retirement & Estate Specialists Llc | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| Tom Mccarthy | Union County Commissioner, Retired Founder of Mccarthy & Cox Retirement and Estate Specialists Llc | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| James Cox | CEO, Mccarthy & Cox & Owner, the Ridge Golf & Gardens & Darby Creek Golf Course | Marysville, Ohio, United States |
View
|
Employees by Management Level
Executive
4 profiles
Manager
2 profiles
Director
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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