McCloskey Financial Group

McCloskey Financial Group

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As Faithful Stewards of Family Wealth Since 1969, our Firm offers a full array of wealth management services, including financial planning, investment management and insurance advisory services.

Photos from The Catholic Foundation of Greater Philadelphia's post 06/18/2025

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Photos from McCloskey Financial Group's post 04/14/2025

Help us wish Carol a very Happy Birthday! 🥳
From all of us at MFG, thank you for everything you do to make our workplace thrive. We hope your day is as fantastic as you are!

Congress approves changes to Social Security for some public sector workers 12/21/2024

Congress approves changes to Social Security for some public sector workers The legislation will now go to President Joe Biden's desk and is expected to be signed into law.

Photos from McCloskey Financial Group's post 12/05/2024

Thank you to everyone who joined us at White Dog Cafe last night for an engaging session on Tax Strategies & Opportunity Zones with Christopher Yost of Cantor Fitzgerald.

We covered topics such as Opportunity Zones, 1031 exchanges, and DSTs, giving our guests practical tips on deferring taxes and diversifying their investments.

The evening concluded with great conversations over complimentary cocktails and hors d'oeuvres during Happy Hour.

We appreciate your participation and look forward to seeing you at our next event!

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Telephone

Website

Address


115 Bloomingdale Avenue
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm