McCarthy & Cox

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

127 W 5th St, Marysville, Ohio, 43040, U...

Phone Number

(937) 644-0351

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About McCarthy & Cox

McCarthy & Cox specializes in retirement and estate planning, offering a range of services including tax minimization, wealth management, and insurance auditing. They are dedicated to providing fee-based financial planning for individuals approaching or in retirement, embodying small-town Midwestern values. The firm aims to assist clients in reviewing their financial portfolios and trajectories to align with their goals. Their resources include guidelines, articles, and tools to support individuals seeking retirement assistance.Explore more
McCarthy & Cox's Social MediaPopular SearchesMcCarthy & Cox LLCMcCarthy & CoxMcCarthy & Cox Retirement & Estate Specialists LLCCox Jim Financial PlannerMcCarthy & Cox CaresSIC Code 62,628NAICS Code 52,523Show more

McCarthy & Cox Org Chart

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCarthy & Cox

<$5M
11-50
Private
-
1998
WB
Wesley BeanChief Investment Officer
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
11-50
Private
-
2014
JS
James StorkSenior Manager, Wealth
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2000
CB
Christopher BakerFinancial Advisor & Co-Founder
<$5M
1-10
Private
-
1988
DP
Darin PierceFinancial Partner & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McCarthy & Cox is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McCarthy & Cox is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McCarthy & Cox.

McCarthy & Cox Tech Stack

A closer look at the technologies used by McCarthy & Cox

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Frequently Asked Questions Regarding McCarthy & Cox

What is McCarthy & Cox's official website?
McCarthy & Cox's official website is www.mccarthyandcox.com
What is McCarthy & Cox's Revenue?
McCarthy & Cox's revenue is <$5 Million
What is McCarthy & Cox's SIC code?
McCarthy & Cox's SIC: 62,628
What is McCarthy & Cox's NAICS code?
McCarthy & Cox's NAICS: 52,523
How many employees does McCarthy & Cox have?
McCarthy & Cox has 11-50 employees
What industry does McCarthy & Cox belong to?
McCarthy & Cox is in the industry of: Finance, Securities Trading
What is McCarthy & Cox competition?
McCarthy & Cox top competitors include: Andrews DeMartino Wealth Strategies Firm, The Pinnacle Financial Group, Oaktree Financial Advisors, Strategic Financial Concepts
What technology does McCarthy & Cox use?
Some of the popular technologies that McCarthy & Cox uses are: DocuSign, Drupal, reCAPTCHA, GoCentral
How do I contact McCarthy & Cox?
McCarthy & Cox contact info: Phone number: (937) 644-0351 Website: www.mccarthyandcox.com
What does McCarthy & Cox do?

McCarthy & Cox specializes in retirement and estate planning, offering a range of services including tax minimization, wealth management, and insurance auditing. They are dedicated to providing fee-based financial planning for individuals approaching or in retirement, embodying small-town Midwestern values. The firm aims to assist clients in review... ing their financial portfolios and trajectories to align with their goals. Their resources include guidelines, articles, and tools to support individuals seeking retirement assistance.Read More

What are McCarthy & Cox social media links?
McCarthy & Cox Linkedin page McCarthy & Cox Facebook page
Is McCarthy & Cox a public company?
McCarthy & Cox is private company therefore does not currently have an official ticker symbol
See more information about McCarthy & Cox

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