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FINANCIAL ADVISOR

Jim McCloskey

CA License No. 0B95905

Jim has been in the financial services industry for over twenty years. He specializes in helping business owners and individuals accumulate and protect their wealth through comprehensive investment, retirement, estate, and business planning strategies.

Jim maintains a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies. In addition to being life insurance licensed, Jim has earned multiple securities registrations including the Series 6, 63, and 7. He is a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.

In addition to a good game of golf, Jim enjoys giving back to the community. He is involved in Tax & Financial Group’s annual “We Care” golf tournament which benefits the Make a Wish Foundation’s of Orange County and the Inland Empire by raising close to $100,000 each year for terminally ill children. Jim resides in Huntington Beach, California.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Jim McCloskey

CA License No. 0B95905

Jim has been in the financial services industry for over twenty years. He specializes in helping business owners and individuals accumulate and protect their wealth through comprehensive investment, retirement, estate, and business planning strategies.

Jim maintains a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies. In addition to being life insurance licensed, Jim has earned multiple securities registrations including the Series 6, 63, and 7. He is a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.

In addition to a good game of golf, Jim enjoys giving back to the community. He is involved in Tax & Financial Group’s annual “We Care” golf tournament which benefits the Make a Wish Foundation’s of Orange County and the Inland Empire by raising close to $100,000 each year for terminally ill children. Jim resides in Huntington Beach, California.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Contact

Email: jim.mccloskey@tfgroup.com

Phone: (949) 223-8335

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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity