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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

McCarthy & Cox Retirement & Estate Specialists LLC

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Marysville, OH
McCarthy & Cox Retirement & Estate Specialists LLC

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Investment advisory services offered through Kintra Wealth, LLC a registered investment adviser. Securities offered through Mutual Securities Inc.

member FINRA/SIPC. Kintra Wealth LLC & Mutual Securities Inc. are independently owned & operated companies. Advisory services offered through Kintra Wealth, a Registered Investment Adviser.

10/16/2026

Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance. https://tinyurl.com/4fw58y8b

10/14/2026

For Honda associates who are already eligible to retire, timing could become especially important. There is no one-size-fits-all answer.

But with the possibility of a significant change in pension values next year, now is the time to run the numbers, not March 31.

⏰ Approaching retirement? Learn more at www.mccarthyandcox.com/lumpsum and contact us.

➡️ Already retired? Share this info with friends, family members and former coworkers. A simple share could help someone realize they have an important financial decision to make before April 1.

10/12/2026

If you find yourself selling a parent's house or getting your own house ready for market check out some of these lessons learned from someone who has "been there, done that." https://tinyurl.com/5skccf

10/07/2026

A market rally drove 401(k) balances to new heights in 2026. How does your account balance stack up? https://tinyurl.com/2nxc5w2y

09/30/2026

Worried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings https://tinyurl.com/2awytuy6.

09/28/2026

If you’re like most people, planning your own funeral is not top of mind. By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off. https://tinyurl.com/2v2r6kr5

09/25/2026

Happy Dolly Day!
Dolly reminds us that success isn’t just about what you have - it’s about what you do with it.
Here’s to building a financial future that lets you live well, give generously, and make a difference. A little Dolly wisdom goes a long way!

09/22/2026

Having a power of attorney is critical should the time come when you can't make health and financial decisions on your own. https://tinyurl.com/mrnfbby4

09/18/2026

Women's financial lives are something of a paradox: They live five more years on average than men and so need their money to last, but generally earn less. That's why estate planning for women is crucial, helping secure their retirement and protect their property and health in case they are disabled. https://tinyurl.com/bd3yme2h

Address

127 W 5th Street
Marysville, OH
43040

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19376440351

Website

http://www.mccarthyandcox.com/, https://kintrawealth.com/

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