Skip to main content

"Our services provide solutions to your problems"

 (937) 492-3161 Contact
  •  
  •  
  • Check us out on BrokerCheck

Offices
  • 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 Logins 
    • Tax & Accounting Clients
    • Wealth Management Clients
  • Careers
    • Careers and Benefits
  • Resources
    • Avantax
    • Tax Center
    • Farm Industry Issues
    • Useful Links
  • News
    • Newsletters
    • Blog
  • Pay Here
  • Contact Us

    You are here

  1. Home
  2. Who We Serve

Who We Serve

  • Agriculture production, service and supply
  • Construction
  • Manufacturing
  • Not for profit organizations
  • Professional services
  • Employee benefit plans
  • Private clients

Book a Meeting

Tell a Friend

Looking to stay informed?

Subscribe to our newsletter today

Subscribe Here

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   100 South Main Avenue, Suite 203, Sidney, Ohio 45365
  •   (937) 492-3161

  • Contact

Contact us

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM .  We currently have individuals licensed to offer securities in the states of Ohio, Indiana, Florida, and Pennsylvania. This is not an offer to sell securities in any other state or jurisdiction.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

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.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

© 2021 McCrate, Delaet & Company . All rights reserved.

Website Design For Financial Services Professionals