McCloy Financial Services Marketing Teams

Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc., (EGA) 300 Davidson Avenue Somerset, NJ 08873-4175 Long-Term Care Insurance offered by Metropolitan Life Insurance Company, (MLIC) NY, NY 10166. MLIC and the EGA are MetLife companies

Health Care Services Network

We are a dedicated team of professionals providing the medical community with financial services over the last 20 years.  Our network provides a focused location from which we are able to help provide individuals, sole practitioners and group practices with multiple solutions for their current and future financial needs. 

We have earned the trust and confidence of numerous area physicians and surgeons as well as industry professionals. 

The Health Care Services Network’s approach to financial strategies provides you will all of the tools necessary to analyze, create, and enact a strategy that helps meet your goals.  We provide you with a coordinated team of financial services professionals with a proven and trusted history in the local medical community.

Team Members

Jake Jackson

Rob Davidge

Sarah Beck

 Jeffrey D. Logan, Managing Partner

 McCloy Financial Services – Industry Teams Services

 The insurance & financial representatives of McCloy Financial Services focus on providing the following:

·        Business Continuation & Succession Planning

·        Risk Management Strategies

·        Key Employee Insurance

·        Financial Strategies

Financial Products and Services:

•  Life Insurance 
• Disability Income insurance
• Health Insurance
•  Long-term Care Insurance
• Qualified Retirement Plans
• Non-qualified Retirement Plans
• Annuities

Other investment vehicles including college funding strategies, mutual funds & securities products.