President/Investment advisor representative
William (Bill) McCloskey is the founder of McCloskey & Associates, P.A. Wealth Management, and has been in the financial services industry for more than 25 years, Mr. McCloskey works directly with individual investors in retirement planning, estate planning, and investment risk management to provide an objective, comprehensive view of their financial status.
Bill McCloskey, has always seen this profession as a calling. His problem-solving acumen and his commitment to caring and excellent service have earned him a strong and loyal clientele. Mr. McCloskey's greatest satisfaction comes from making a difference in the lives of his clients at the key transition points where they most need a trustworthy, competent and caring adviser; he has been called on by attorneys and accountants in specific problem situations to demystify how to protect the assets for their clients. Mr. McCloskey has that unique ability to get to the heart of the matter, find practical solutions, and assists his clients in making informed decisions.
Mr. McCloskey, holds the following securities licenses : 65. as well as Insurance licenses for Life, Health and Variable Annuities