MCCLOSKEY & ASSOCIATES, P.A.
MCCLOSKEY & ASSOCIATES, P.A. is a leading financial advisory firm that has been providing top-notch financial services to clients for over 20 years. Led by a team of experienced and knowledgeable advisors, they have built a strong reputation for their expertise in providing personalized financial advice and guidance to a diverse range of clients.
How does the advisor help clients – Key Takeaways:
The advisors at MCCLOSKEY & ASSOCIATES, P.A. are committed to helping clients achieve their financial goals and objectives. They work closely with each client to understand their unique needs and develop a customized financial plan that aligns with their goals. This includes implementing investment strategies, estate planning, retirement planning, and other financial services.
Facts and Insights
MCCLOSKEY & ASSOCIATES, P.A. has a team of 10 advisors who collectively manage over $500 million in assets under management for their clients. With their extensive experience and in-depth knowledge of the financial industry, their advisors are equipped to handle a wide range of financial situations and provide sound advice to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
MCCLOSKEY & ASSOCIATES, P.A. offers a comprehensive range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, estate planning, tax planning, and risk management. Their advisors also stay up-to-date with the latest financial developments and trends to provide the best possible advice to their clients.
Client Types
MCCLOSKEY & ASSOCIATES, P.A. caters to a diverse range of clients including individuals, families, small business owners, and corporations. They understand that each client has unique needs and goals, and their advisors work closely with each one to develop a personalized financial plan that meets their specific requirements.
Fees & Compensation
MCCLOSKEY & ASSOCIATES, P.A. operates on a fee-based compensation structure, which means they are compensated based on a percentage of the assets under their management. This aligns their interests with those of their clients, as they are motivated to help their clients grow their assets and achieve their financial goals.
Background
Founded in 1998, MCCLOSKEY & ASSOCIATES, P.A. has established itself as a trusted and reputable financial advisory firm. Their team of advisors has a wealth of experience and expertise in the financial industry, allowing them to provide top-quality financial services to their clients. They are dedicated to helping clients make sound financial decisions and reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MCCLOSKEY & ASSOCIATES, P.A. adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). They are committed to transparency and provide full disclosure of any potential conflicts of interest or any relevant disciplinary actions on their website for clients to review.