Skip to main content
menu

"Our services provide solutions to your problems"

  (937) 492-3161

Contact

  

Check us out on BrokerCheck

  • Home
  • Who We Are
    • Our History
    • Our Beliefs
    • Our Team
  • Who We Serve
  • What We Do
    • Tax & Accounting Services
    • Consulting Services
    • Wealth Management Services
    • R & D Tax Credits
  • Client Login
    • Tax & Accounting Clients
  • Careers
    • Careers and Benefits
  • Farm Industry Issues
  • Resources
    • Tax Center
    • Useful Links
  • Pay Here
  • Contact

Useful Links

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact Information

  100 S Main Ave 203
Sidney OH 45365

  (937) 492-3161

Contact

Contact Us

CAPTCHA

Securities offered through United Planners. Member FINRA, SIPC. Investment advisory services offered through United Planners.

United Planners and McCrate, DeLaet & Co. are not affiliated. Tax and Accounting Services are provided by McCrate, DeLaet & Co., and not United Planners. 

For more information about United Planners, visit www.unitedplanners.com.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. 

Don Goettemoeller is registered to conduct securities business in Colorado, Florida, Illinois, Indiana, Missouri, North Carolina, Ohio, Pennsylvania, Texas, and Wisconsin. David Fortney is registered to conduct securities business in Indiana, Ohio, and Pennsylvania.  Mark Hoge is registered to conduct securities business in District of Columbia, Florida, Indiana, Kansas, North Carolina, South Carolina, New York, Ohio, and Washington.  Sarah Stammen is registered to conduct securities business in Indiana, North Caroline, and Ohio. Kevin Schlarman, Scott Steineman and Jordan Rethman are registered to conduct securities business in Ohio.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Missouri, North Carolina, Ohio, Pennsylvania, Texas, Washington, and Wisconsin.

John Dirksen, Kaitlyn Barhorst, Marisa Kremer, Kenzie Leffel, Nate Yoakum, Danielle Magoto, Tom Kueterman, Connor Rose, Alice A. Berning, Brenda Barhorst, Connie Caudill, Janie Willis, Diane Jutte, Merri Niekamp, Amy Tangeman, and Rachel Leffel are not affiliated with United Planners.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
 

© 2023 McCrate, Delaet & Company All rights reserved.