Jodi A. McCloskey
Professional advice. Plainly spoken. | Wealth Manager, Financial Planning Specialist at Beacon Financial Services, Independent Branch of LPL Financial
- Role
- Wealth Manager at Beacon Financial Services
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Jodi A. McCloskey
Managing your assets can become not only a full-time job, but also a complex and overwhelming one. As a Financial Advisor focusing on investment planning, I go far beyond providing investment advice. The right investments matter, yes. But a great investment program does not come solely from knowing investments, it comes from knowing you. So we will have conversations you might not expect from a Financial Advisor, having less to do with the arcane details of asset allocation strategy, and more to do with the details of your life. Additionally, having earned the designation of Chartered Retirement Plan Specialist℠, my clients benefit from a consultative approach and experience in helping them develop strategies aimed at growing and preserving their wealth. Most importantly, I help my clients make informed investment decisions and maintain the discipline they need to navigate through the most challenging markets. Please contact me by e-mail @ j••••@mybeacongroup.com or by Phone 61••••••89. This information is intended for use only by residents of CA, DE, FL, GA, ME, NJ, NY, PA, RI, VA
Experience
Wealth Manager
Mar 2023 — Present · Wayne, PA
Securities and Advisory Services offered through LPL Financial. Member FINRA/SIPC.
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