McCloskey Financial Group

McCloskey Financial Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from McCloskey Financial Group, Financial service, 115 Bloomingdale Avenue, Wayne, PA.

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.

07/25/2025
Happy 4th from our team to yours! We celebrated with an office cookout and lots of patriotic spirit. Hope your day is fu...
07/04/2025

Happy 4th from our team to yours! We celebrated with an office cookout and lots of patriotic spirit. Hope your day is full of fun, freedom, and fireworks!

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06/18/2025

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06/06/2025

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Celebrating the Retirement of Mike Kloc!After more than four decades of dedicated service in the financial industry, we ...
06/04/2025

Celebrating the Retirement of Mike Kloc!

After more than four decades of dedicated service in the financial industry, we are proud to celebrate the retirement of our friend and colleague, Mike Kloc.

Mike began his distinguished career in 1978 with Dean Witter Reynolds in Chicago. Just a few years later, in 1981, he made his way to Philadelphia and joined Elkins & Company, where he had the opportunity to work alongside partner Matt McCloskey — a relationship that would come full circle years later.

Over the years, Mike built a wealth of experience and enduring relationships through his work with respected firms such as The Bache Group and Janney Montgomery Scott. In 2013, Mike was thrilled to join McCloskey Financial Group, reuniting with longtime colleagues and friends to continue serving clients with the wisdom and integrity he’s known for.

Mike’s impact on our team and clients has been immeasurable. We’re grateful for the leadership, professionalism, and friendship he’s shared with all of us.

Please join us in wishing Mike a joyful, fulfilling retirement — it is certainly well-earned!

Help us wish Carol a very Happy Birthday! 🥳From all of us at MFG, thank you for everything you do to make our workplace ...
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!

Cheers to St. Patty's Day from MFG! 🍀 Ryan and Kim are showing off their extra festive side today! 🍀🎉 May the luck of th...
03/17/2025

Cheers to St. Patty's Day from MFG! 🍀 Ryan and Kim are showing off their extra festive side today! 🍀🎉 May the luck of the Irish be with you! ☘️

Happy 55th birthday to the one and only Andrew McCloskey!🥳🎂 We celebrated with lunch, cake, and lots of smiles. Cheers t...
03/13/2025

Happy 55th birthday to the one and only Andrew McCloskey!🥳🎂 We celebrated with lunch, cake, and lots of smiles. Cheers to another year of greatness, Andrew!

We’re so proud of Riley D'Entremont, daughter of our very own Scott D'Entremont, for making waves in the local sports sc...
03/11/2025

We’re so proud of Riley D'Entremont, daughter of our very own Scott D'Entremont, for making waves in the local sports scene!

As a standout player in her senior year, Riley’s incredible skills on the basketball court have earned her recognition in the latest edition of the Delco Times newspaper. In an exciting matchup, her team, Radnor, is gearing up for their fourth meeting against Strath Haven, and all eyes are on Riley as she continues to impress with her leadership and determination.

Riley d’Entremont has been a model leader for the Radnor girls basketball team.

12/21/2024

The legislation will now go to President Joe Biden's desk and is expected to be signed into law.

Thank you to everyone who joined us at White Dog Cafe last night for an engaging session on Tax Strategies & Opportunity...
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!

11/09/2024

Today is the FINAL day to double your impact for the Angel Award Fund! This fund fuels our grantmaking efforts to vital ministries and organizations, such as Regnum Christi Philadelphia Youth the The Basilica Shrine of Our Lady of the Miraculous Medal, Epiphany of Our Lord Catholic Community and Independence Mission Schools, which competed for the Angel Award this year. These organizations are transforming the Church of Philadelphia through innovative initiatives every day. Giving today helps ensure even more support for these impactful missions.

All donations received by 11:59 p.m. tonight will be matched, up to $25,000, thanks to our generous Angel Award Platinum sponsors: The Clark Family, McCloskey Financial Group, and James and Agnes Kim and Family. To donate please click on this link: https://www.thecfgp.org/funds/angel-award-fund

Address

115 Bloomingdale Avenue
Wayne, PA
19087

Opening Hours

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

Telephone

+16105025310

Website

Alerts

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