McCarthy Wealth & Tax Advisors

State:

Springboro, Ohio

Served languages:

English

Category:

Accountant, Financial advisor

Services:

401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Individual Tax Prep, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

Specialty:

Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Professional Service Firms, Ultra High Net Worth Individuals, Young Professionals

Industry:

Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel