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Copyright © 2015 G.K.M. Tobin

The Online Guide to Marysville and Union County
Serving the Community since 1999

Financial Services

Banks CPAs  Financial Planners Investment Advisors  Insurance  Mortgage Services  Tax Services

   

Banks




Certified Public Accounts
Conrad, Leibold, Maxhimer & Co., Certified Public Accountants Conrad, Leibold, Woerner & Co.
117 West 6th Street
Marysville, OH 43040-1528
937.642.1972, FAX: 937.644.4197
   
Holbrook & Manter, CPAs -- Professional Services Firm

Holbrook & Manter, CPAs
Professional Services Firm
“What you can Measure,
you can Manage”

Accounting and Assurance -- Tax -- Business Development -- Business Valuation --Business Services & Solutions Group -- Investment Advisory -- Technology

103 Professional Parkway
Marysville OH 43040
937.644.8175
800.539.4667 Toll Free
937.642.9147 Facsimile

website: www.HolbrookManter.com
eMail: info@HolbrookManter.com

Michael Schmenk, CPA

Alan C. Wilson, MS, CPA

MISSION STATEMENT
To provide the highest quality of professional accounting, tax and consulting services to individuals and small & emerging businesses.

This will be accomplished by taking a pro-active approach to understanding and exceeding the needs of the client.

232 N. Main Street,
Marysville, Ohio 43040
614.873.1040
awilson@acwilsoncpa.com


Financial Planners

Michael Schmenk, CFP

Insurance


Jeff Wilson Insurance Agency
104 North Court Street
Marysville, 937.644.1414


Investment Advisors
Principal Financial Group Brian K. Davis
Financial Representative
Princor Registered Representative
485 Metro Place South, Suite 101
Dublin, OH 43017
614.792.8085 ext. 122 or 800.553.8919 ext 122
FAX: 614.792.1016
email:
davis.brian @principal.com
Principal Life Insurance Company
Princor Financial Services Corporation
Securities offered through Princor Financial Services Corporation, Des Moines, IA 50392-0200, 800.247.4123, member NASD, SIPC. Princor and Principal Life are companies of the Prinicipal Financial Group

LPL Financial Services
Unbiased Financial Planning, Advice and Services for Individuals and Businesses
Stocks -- Bonds -- Mutual Funds

Fixed and Variable Annuities
Roth and Traditional IRA’s
401(k) and 403(b) Plans

Kerry Aaron Weiss
17707 Bear Swamp Road
Marysville, Ohio 43040-9146
For Free and Confidential Appointment call 937.642.2430 or email
weisslpl@midohio.net

Mortgage Services


1st Monarch Mortgage, Ltd.

People you can trust
Locally Owned & Operated

1000 N. Maple Street
Marysville, OH 43040
937.642.8100
or toll-free 800.250.8309

Matthew L. Smith

Eric J. Howard

Claudia Howard


Equitable Mortgage Corporation Adam G. Brown, Mortgage Banker
Equitable Mortgage Corporation
614.764.1232 x 228
Fax 614.764.9358
eMail at adam@eqfin.com

Retirement and Estate Services



McCarthy & Cox is an independent financial services firm dedicated to helping families pursue and maintain their financial independence.

127 West Fifth Street
Marysville, OH 43040
Toll-Free: 877-738-9871
937-644-0351

Tom McCarthy: tom@mccarthyandcox.com
Jim Cox:
jim@mccarthyandcox.com

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Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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Email the webmaster to find out how to include your Financial Services business or group here.

Union County Foundation

“Preserving Your Footprint In Time”

126 N. Main Street
P.O. Box 608
Marysville, OH 43040
937.642.9618