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William Joseph McCloskey, Sr.

William Joseph McCloskey, Sr.

Private Wealth Advisor, Investment Advisor Representative

(860) 749-0482

william.mcCloskey@wjcmllc.com

William McCloskey brings 43 years of experience in insurance and financial services to his work supporting clients with income‑related planning and retirement considerations. As Founder and Managing Partner of Stateline Senior Services, he has built a practice centered on practical strategies designed to help clients evaluate how their accumulated assets and income sources may support their long‑term needs.

William Joseph McCloskey Sr. WJCM ADV 2B