Please complete the CAPTCHA to continue
@paradigmlife.net
✓
2 phones found area 484
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Bryan Mccloskey, Ms, Casl® is listed as Owner at Revisionist Wealth. Home of the Retirement Bundle: Low-cost Investment Management // Tax-Efficient Retirement Paycheck Planning // Financial Advice As Needed // All for a Fixed-Flat-Fee at Revisionist Wealth, based in Downingtown, Pennsylvania, United States. AeroLeads shows a work email signal at paradigmlife.net, phone signal with area code 484, and a matched LinkedIn profile for Bryan Mccloskey, Ms, Casl®.
Bryan Mccloskey, Ms, Casl® previously worked as Flat-Fee Financial Advisor >>> Investment & Retirement Advice for a Fixed Flat Fee at Revisionist Wealth and Perpetual Wealth Strategy & Income Planning Specialist at Paradigm Life. Bryan Mccloskey, Ms, Casl® holds Casl®: Chartered Advisor For Senior Living from The American College.
This section adds company-level context without repeating Bryan Mccloskey, Ms, Casl®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Bryan Mccloskey, Ms, Casl®. Compare company email patterns before reaching out.
Different // When you can offer comprehensive advice, focused on tax-efficiency, and reduce investor costs so they can keep more money in their pocket, you build a business that you enjoy and that directly benefits the families you work with. Learn more about HOW and WHY we give so much for a Fixed Flat Fee at https://www.revisionistwealth.com
Listed skills include Whole Life, Real Estate, Financial Services, Retirement, and 13 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
We are a Flat-Fee Financial Advisor. By itself, that makes us different from the majority of advisors who charges clients based on size of accounts, or commissions only. You can click on our "Flat-Fee Pricing Model" tab on our website to learn more.We serve local families in Downingtown, PA, as well as clients across the country, so that they can Reduce.
At Paradigm Life, I work with clients across the country to ADD key items to their balance sheet:►Dependable, Consistent Growth ►Efficient Creation of Dependable, Inflation-Fighting Income that they Cannot Outlive, and►Legacy in the form of Tax-Efficient Dollars and Financial Intelligence.My client meetings and ongoing education are catered to each.
My role at Old Security Group allowed me to grow in the business. It was a terrific opportunity to connect with the community to educate them about specific solutions to common retirement planning challenges. I focused primarily on helping clients understand guaranteed insurance products and their role in retirement income planning, retirement tax.
This is where I made my transition into Financial Services. It is here where I learned some of the basics, but it is also here where I clarified my vision and passion in the industry. I started to see and hear the pain that traditional planning was not solving for my clients, and began to seek and develop the skills necessary to help them.
A CASL® advisor can provide guidance and assistance on a broad range of financial and lifestyle topics including: • Saving for retirement.
Quick answers generated from the profile data available on this page.
Bryan Mccloskey, Ms, Casl® works for Revisionist Wealth.
Bryan Mccloskey, Ms, Casl® is listed as Owner at Revisionist Wealth. Home of the Retirement Bundle: Low-cost Investment Management // Tax-Efficient Retirement Paycheck Planning // Financial Advice As Needed // All for a Fixed-Flat-Fee at Revisionist Wealth.
AeroLeads has found 1 work email signal at @paradigmlife.net for Bryan Mccloskey, Ms, Casl® at Revisionist Wealth.
AeroLeads has found 2 phone signal(s) with area code 484 for Bryan Mccloskey, Ms, Casl® at Revisionist Wealth.
Bryan Mccloskey, Ms, Casl® is based in Downingtown, Pennsylvania, United States while working with Revisionist Wealth.
Bryan Mccloskey, Ms, Casl® has worked for Revisionist Wealth, Paradigm Life, Old Security Group, Creative Financial Group, and Comprehensive Injury Prevention Solutions, Inc..
You can use AeroLeads to view verified contact signals for Bryan Mccloskey, Ms, Casl® at Revisionist Wealth, including work email, phone, and LinkedIn data when available.
Bryan Mccloskey, Ms, Casl® holds Casl®: Chartered Advisor For Senior Living from The American College.
Bryan Mccloskey, Ms, Casl® is listed with skills including Whole Life, Real Estate, Financial Services, Retirement, Insurance, Estate Planning, Creative Real Estate Investing, and Public Speaking.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts