Mark R. Finney,  CFP<sup>&reg;</sup> - Financial Advisor

Mark R. Finney, CFP®

McCarthy & Cox

127 W 5th St
Marysville, OH 43040
(937) 644-0351 CONNECT WITH Mark
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Mark Finney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCarthy & Cox in Marysville, OH and the surrounding communities.

Financial Advisor Overview

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Retirement & Estate Specialists LLC
Dublin Office | 655 Metro Place South, Suite 600, Dublin, OH 43017
Marysville Office | 127 W. Fifth St., Marysville, OH 43040
Phone (937) 644-0351 | (877) 738-9871 |


Financial Advisor Experience

Chartered Retirement Planning Counselor SM
Accredited Investment Fiduciary®

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Other - CRPC® AIF®

Insurance Licenses

  • Life insurance: OH, FL, PA
  • Fixed annuities: OH, FL, PA
  • Variable annuities: OH, FL, PA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of OH, FL, PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®,, a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth


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