McCarthy and Cox Retirement and Estate Specialists LLC

EST. AUM
$112,850,000

CONTACTS
7

CLIENT ACCOUNTS
1

Firm Details

Metro area Columbus
CRD Number 328478
Website mccarthyandcox.com
Client types

Overview

McCarthy & Cox is a financial advisory firm that provides independent advice tailored to clients' individual needs. The firm focuses on integrity, confidentiality, and placing client interests first. It emphasizes effective communication, professional standards, and compliance with the Financial Planning Association Code of Ethics and CFP® certification requirements. McCarthy & Cox supports continuing education for its advisors and staff to remain informed on financial planning topics and encourages involvement in community initiatives. The firm also fosters a collaborative environment for both its team and clients.

Platform Details

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McCarthy and Cox Retirement and Estate Specialists LLC

Platform Details

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