George McCloy, Jr.

George McCloy, Jr.

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4613
Fax: (614)457-8525
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS ANDSERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • Group Benefits
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance and Variable Annuities in FL, OH
  • Licensed to sell Life & Health Insurance in WA
  • Registered to offer securities products in FL, OH

PERSONAL

  • Lifetime resident of Dublin, OH
  • Attended The Ohio StateUniversity, Business Administration and Communications
  • Married to wife Holly, with three children
  • Hobbies: Golf, Waterskiing, Fishing

ORGANIZATIONS

  • Mt.Carmel Hospital Health Partners Business Alliance Member