McCarthy and Cox Retirement and Estate Specialists LLC - Marysville, Ohio

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McCarthy and Cox Retirement and Estate Specialists LLC

McCarthy and Cox Retirement and Estate Specialists LLC is a highly respected financial planning firm located at 127 W 5th St, Marysville, OH 43040. They have been serving the community for many years, providing expert advice and guidance on retirement planning, estate planning, and other financial matters. The company is dedicated to helping their clients achieve financial security and peace of mind.

The team at McCarthy and Cox consists of experienced and knowledgeable professionals who are committed to delivering personalized service. Their specialties include financial planning and financial consulting. They offer a range of services such as online appointments, onsite services, and wheelchair accessibility. It is recommended to make an appointment in advance to ensure the best possible experience.

One of the key strengths of McCarthy and Cox is their exceptional customer service. They take the time to understand each client's unique needs and goals, and develop customized plans to help them achieve their objectives. Many clients have praised the team's patience, expertise, and compassionate approach, especially in complex situations such as estate transfers and investments.

The company has received highly positive reviews from their clients, with an average rating of 5 out of 5 stars on Google My Business. Clients appreciate the dedication and care shown by the team at McCarthy and Cox, and the excellent outcomes they have achieved together.

In summary, McCarthy and Cox Retirement and Estate Specialists LLC is a top-notch financial planning firm that provides exceptional service and results. They are well-equipped to handle a wide range of financial planning needs, and their commitment to customer satisfaction is evident in their outstanding reviews and ratings.

Specialties

• Financial planner
• Financial consultant

Other Points of Interest

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Opinions

• This company has 4 reviews on Google My Business.

Average Opinion

• 5/5

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"summary": "McCarthy and Cox Retirement and Estate Specialists LLC is an exemplary financial planning firm located in Marysville, OH, dedicated to helping their clients achieve financial security and peace of mind through personalized services and expert guidance.",

"keywords": ["McCarthy and Cox", "Retirement and Estate Specialists", "financial planning", "financial consulting", "estate planning", "exceptional customer service", "wheelchair accessible", "appointment recommended"],

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"quality_score": "9",

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👍 Reviews of McCarthy and Cox Retirement and Estate Specialists LLC

Rena L.

5/5

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.

Tony E.

5/5

Great financial planners and staff. They always take excellent care of their clients, and of the community.

Paul R.

5/5

They spent hours with me before I even decided to utilize their services.

Connie J.

5/5