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Banks
Certified Public Accounts
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Holbrook &
Manter, CPAs
Professional Services Firm
“What you can Measure,
you can Manage”
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Accounting and Assurance -- Tax -- Business Development -- Business
Valuation --Business Services & Solutions Group -- Investment Advisory -- Technology
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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
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Insurance
Jeff Wilson Insurance Agency
104 North Court Street
Marysville, 937.644.1414
Investment Advisors
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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.
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People you can trust
Locally Owned & Operated
1000 N. Maple Street
Marysville, OH 43040
937.642.8100
or toll-free 800.250.8309
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Matthew L. Smith
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Eric J. Howard
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Claudia Howard
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Adam G. Brown, Mortgage Banker |
Equitable Mortgage Corporation
614.764.1232 x 228
Fax 614.764.9358
eMail at adam@eqfin.com |
National City Mortgage
Retirement and Estate Services
McCarthy & Cox, Retirement & Estate Specialists LLC
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
Local: 937-644-0351
Tom McCarthy: tom@mccarthyandcox.com
Jim Cox: jim@mccarthyandcox.com
Tax Services
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Amrine Financial
Services
14115 Maple Ridge Rd, Milford Center OH 43045
Phone: 937-349-7485 Fax: 937.349.6341
eMail: maxbuckeye@imetweb.net |
Max Amrine, an enrolled agent for 20 years, offers the following services:
--- Professional Tax Preparation/Counseling
--- Computerized Returns
--- Specializing in Individual/Small Business |
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“Preserving Your Footprint In Time”
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126 N. Main Street
P.O. Box 608
Marysville, OH 43040
937.642.9618
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