Trusted Financial Advisor

Mr Gregory W McCloskey CFP

Mr Gregory W McCloskey CFP

Pacific Crest Financial

18872 MacArthur Blvd., Suite 100, Irvine, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$25,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor