Client Relationship Manager & Advisor Assistant at McCarthy & Cox Retirement and Estate Specialists LLC - Marysville, OH, US
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 appointmentMarysville Office (Home)127 West Fifth Street | Marysville, OH 43040Dublin OfficeSuite 600655 Metro Place South | Dublin, OH 43017Phone number: 937-644-0351 (Both locations)_______________________________________________This communication is strictly intended for individuals residing in the states of CA, CO, FL, KY, NC,NY, OH, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirement regarding investment products and services.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.Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.htmlSecurities and advisory services offered through Commonwealth Financial Network, Member www.finra.org / www.sipc.org , a Registered Investment Adviser.