Jack L. Sloan, CFP - Metairie, Louisiana
Address: 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States.
Phone: 5048352014.
Specialties: Financial planner, Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4.7/5.
📌 Location of Jack L. Sloan, CFP
⏰ Open Hours of Jack L. Sloan, CFP
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Jack L. Sloan, CFP: A Trustworthy Financial Planner in Metairie, LA
Located at 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States, Jack L. Sloan, CFP offers a wide range of financial services to help individuals and families manage their wealth and secure their financial future. With a Phone: 5048352014, clients can easily reach out to schedule an appointment or discuss their financial needs.
About Jack L. Sloan, CFP
Jack L. Sloan is a Certified Financial Planner (CFP) who has been serving the Metairie community for many years. His commitment to providing personalized and comprehensive financial planning services has earned him a reputation for excellence and professionalism. Clients appreciate his ability to listen to their unique situation and tailor a financial plan that meets their specific goals and needs.
Financial Planning Services
Jack L. Sloan, CFP specializes in financial planning, helping clients make informed decisions about their money and achieve their long-term financial objectives. His services include retirement planning, investment management, tax planning, and estate planning. He also offers tax preparation services, ensuring that clients' tax filings are accurate and optimized for maximum savings.
Accessibility and Convenience
Jack L. Sloan, CFP is committed to making his services accessible to everyone. The office is equipped with a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet to accommodate clients with disabilities. Additionally, the office has a regular toilet for general use. Appointments are recommended to ensure a smooth and efficient visit.
Client Testimonials
With a 4.7/5 average opinion from 3 reviews on Google My Business, Jack L. Sloan, CFP has consistently received praise for his professionalism and dedication to client service. One client notes, 'Jack has handled my taxes for years. He's great to work with Calls back timely.' Another client echoes this sentiment, 'Jack has handled my taxes for years. He's great to work with Calls back timely.' These testimonials highlight Jack's responsiveness, attention to detail, and commitment to building long-term client relationships.
👍 Reviews of Jack L. Sloan, CFP
