McCarthy Cox Retirement and Estate Specialists LLC

  • Financial Services
  • Marysville OH
  • 14 employees
  • Financial Services
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Company Overview

Headquarters
127 W 5th St, Marysville OH
Website
mccarthyandcox.com
Employees
14
Founded in
1998
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is McCarthy Cox Retirement and Estate Specialists LLC

McCarthy Cox Retirement and Estate Specialists LLC is a limited liability company based in Marysville, Ohio. The company employs 14 people and generates over $10,000 in annual revenue. McCarthy Cox Retirement and Estate Specialists LLC provides financial planning services, including estate planning, investment and income planning, tax planning, and insurance/risk management planning. They cater to individuals and families seeking to secure their financial future and achieve their life goals. The company distinguishes itself by emphasizing a faith-based approach to financial planning, helping clients align their financial strategies with their values and priorities. They strive to empower clients to live fuller and more meaningful lives by providing personalized financial guidance and support. McCarthy Cox Retirement and Estate Specialists LLC can be reached at 937-644-0351. Their offices are located at 127 West Fifth Street in Marysville, OH 43040, and Suite 600, 655 Metro Place South in Dublin, OH 43017.

Company Leadership

James Cox

Managing Partner

Phone Email

McCarthy Cox Retirement and Estate Specialists LLC Industry Tags

Retirement Planning
Tax Minimization
Investment Advice
Insurance Auditing
Estate Planning
Long-term care
Interactive Workshops
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McCarthy Cox Retirement and Estate Specialists LLC Tech Stack

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FAQ

What is the location of McCarthy Cox Retirement and Estate Specialists LLC's headquarters?
The headquarters of McCarthy Cox Retirement and Estate Specialists LLC are situated at 127 W 5th St, Marysville OH
What is McCarthy Cox Retirement and Estate Specialists LLC's official website?
The official website of McCarthy Cox Retirement and Estate Specialists LLC can be found at mccarthyandcox.com.
What is McCarthy Cox Retirement and Estate Specialists LLC's current revenue?
As of February 2019, McCarthy Cox Retirement and Estate Specialists LLC's annual revenue reached $10B.
How many employees does McCarthy Cox Retirement and Estate Specialists LLC currently have?
McCarthy Cox Retirement and Estate Specialists LLC employs approximately 14+ people as of February 2019
Which industries is McCarthy Cox Retirement and Estate Specialists LLC primarily operating in?
McCarthy Cox Retirement and Estate Specialists LLC operates in the following industries: Finance, Credit
Who is the Managing Partner of McCarthy Cox Retirement and Estate Specialists LLC?
McCarthy Cox Retirement and Estate Specialists LLC's Managing Partner is James Cox
What are McCarthy Cox Retirement and Estate Specialists LLC's industry tags?
McCarthy Cox Retirement and Estate Specialists LLC's industry tags include: Retirement Planning, Tax Minimization, Investment Advice
When was McCarthy Cox Retirement and Estate Specialists LLC founded?
McCarthy Cox Retirement and Estate Specialists LLC was founded in 1998.

Employee Directory

Key Employees

Tom McCarthy

Founder

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Quinn Mickelson

Client Service Advisor

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Wes Bean

Chief Investment Officer

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