McCarthy & Cox Retirement and Estate Specialists LLC jobs and careers

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 Kintra Wealth, a Registered Investment Adviser.

Founded in 1998 by Tom McCarthy.