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McCarthy and Cox Retirement and Estate Specialists LLC
- Financial Services
- Marysville, OH
About this business
At McCarthy & Cox, our goal is to help our clients secure the financial future they desire. We work closely with our at or near retirement clients to develop a financial strategy that takes their 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.
Location details
127 W 5th St, Marysville, OH, 43040, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Great financial planners and staff. They always take excellent care of their clients, and of the community.
Compassionately guided me through the transfer and reinvestment of my parents estate after their passing. I was totally clueless on everything, but Jim and his team were patient in explaining and walking me through the process. I can't say how much it was a relief to know at least that part of everything was safely being handled.
They spent hours with me before I even decided to utilize their services.
Frequently asked questions about McCarthy and Cox Retirement and Estate Specialists LLC
How is McCarthy and Cox Retirement and Estate Specialists LLC rated?
McCarthy and Cox Retirement and Estate Specialists LLC has a 5 star rating with 4 reviews.
When is McCarthy and Cox Retirement and Estate Specialists LLC open?
McCarthy and Cox Retirement and Estate Specialists LLC is closed now. It will open tomorrow at 8:00 a.m.
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