Our Services

McCloskey Financial Group

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Retirement Planning

Our sophisticated planning tools help you establish goals and priorities to develop a plan for the future.

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Estate Planning

We work closely with estate planning professionals to preserve your estate for your intended heirs.

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Family & Educational Savings

We project for your family’s personal and educational needs. Education costs, elderly care and assisted living, future home purchases are all accounted for.

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Insurance Solutions

We work with you to discover the best insurance strategies for you. Whether it is to create leverage, build liquidity or protect income.

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Budgeting and Cash Flow Analysis

We provide savings-focused budgeting and liquidity management to aid in the maximization of investment growth.

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Investment Mangement

Our investment suite includes the traditional asset classes of equities and fixed income as well as alternative investments such as hedge funds and private capital

Ready To Start

Put a century of combined experience to work and reach out to our team to help you with your financial future.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Advisory Services are offered through Nations Financial Group, Inc. (NFGI) member FINRA/SIPC. a Registered Investment Adviser. McCloskey Financial Group is a separate entity and not affiliated with NFGI. Andrew McCloskey, Maureen Kozak, Scott d’Entremont, Carol Mayhart, Michael Kloc, Ryan Tomkinson, Edward Munch, Elizabeth Pagano and Ben Sheridan are Registered Representatives of NFGI. Click here to view the firm’s Form CRS.

The opinions expressed in this website are those of the author(s) and are not necessarily those of NFGI. Any information provided is general in nature and is not tailored to your individual investment objectives, or needs, or relate to any specific investments. Availability of investment services subject to applicable licensing requirements. Please see Disclosures for more details.

© Copyright McCloskey Financial Group. All rights reserved.

115 Bloomingdale Avenue
Wayne, PA 19087

Phone: 610-502-5310

Fax: 610-688-0905