How does the advisor help clients – Key Takeaways:
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC, led by their team of experienced financial experts, provides comprehensive retirement and estate planning services to help clients achieve their financial goals. With a client-first approach, they offer personalized strategies and continued guidance throughout the retirement journey.
Facts and Insights:
Founded in 2005, MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC has built a solid reputation for their expertise and commitment to their clients. The company is headquartered in New York City and serves clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC specializes in retirement and estate planning services, including wealth management, tax planning, and legacy planning. They offer personalized solutions tailored to each client’s unique financial goals and risk tolerance.
Client Types:
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC serves a diverse range of clients, including individuals and families, as well as business owners and executives. They also have specialized expertise in serving high net worth clients.
Fees & Compensation:
The firm operates on a fee-only basis, meaning they are compensated solely by client fees. This ensures that their recommendations are unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and may vary depending on the complexity of the financial plan.
Background:
The team at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC has a wealth of knowledge and experience in the financial industry. Their advisors are highly trained and hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
Financial Advisor Disclosures to Know:
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC operates with transparency and full disclosure to their clients. They adhere to strict ethical standards and are committed to providing their clients with accurate and reliable information.