New England Financial
McCloy Financial Services

an office of New England Financial

Use the Power of Our Resources

Welcome to the home page of McCloy Financial Services, a General Agency of New England Financial. Organized over 30 years ago, McCloy Financial Services has been developing strong client relationships with individuals and businesses in the Greater Columbus area.

With the rich resources available through New England Financial and our history of high-quality service in the financial industry, our clients trust our experience and guidance to serve all of their financial needs.

Please take a moment to persue our site and discover some of the wonderful financial products we have to offer. Furthermore, use our Calculators and Tools to determine your financial needs and browse through our Financial Topics section to read about the most current, relevant financial issues. If you are a client, you may receive immediate account and policy information through our site.

Welcome and please offer any feedback to let us know how we can better serve you.

We have representatives in this office licensed and registered to offer products and services in [AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WV]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Your Estate Net Value

For many, the ultimate goal of estate conservation is preserving a financial legacy to pass on to loved ones or charitable organizations, and the first step toward reaching this goal is determining how much there is to conserve.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

More Newsletters →