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

Jack L. Sloan, CFP 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States

☎️5048352014

⏰ 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: Your Trusted Partner in Financial Planning and Tax Preparation

Jack L. Sloan, CFP, is a dedicated financial professional located in Metairie, Louisiana, offering comprehensive financial planning and tax preparation services. With years of experience, Mr. Sloan has established a strong reputation for providing personalized, reliable, and timely advice to individuals and families. He prides himself on building long-term relationships with his clients, understanding their unique financial goals, and developing tailored strategies to help them achieve those goals.

About Jack L. Sloan, CFP

As a Certified Financial Planner (CFP), Jack L. Sloan adheres to a strict code of ethics and holds himself to a high standard of professionalism. The CFP designation is a mark of excellence in the financial planning field, signifying a commitment to client best interests and ongoing education. This certification demonstrates a mastery of financial planning principles, including retirement planning, investment management, estate planning, insurance, and tax planning. Mr. Sloan's expertise allows him to offer holistic financial guidance, addressing all aspects of a clientâs financial life.

Services Offered

Financial Planning: Mr. Sloan assists clients in defining their financial goals, such as retirement, education funding, purchasing a home, or estate planning. He then develops a comprehensive plan to help clients reach these objectives.
Tax Preparation Service: Providing meticulous and accurate tax preparation services is a core offering. He handles both individual and business tax returns, ensuring clients take advantage of all available deductions and credits. The consistent positive feedback regarding his tax preparation skills underscores his expertise and attention to detail.
Retirement Planning: With a significant portion of the population approaching retirement age, Mr. Sloan's retirement planning services are particularly valuable. He helps clients determine how much they need to save, select appropriate investment strategies, and plan for income distribution in retirement.
Investment Management: While specific details about investment management strategies aren't readily available, Mr. Sloan's CFP designation implies a knowledge of investment principles and the ability to guide clients in making informed investment decisions.
Estate Planning: Mr. Sloan can assist clients with basic estate planning considerations, such as wills and trusts, providing guidance to ensure their assets are distributed according to their wishes.

Location and Accessibility

Jack L. Sloan, CFP is conveniently located in Metairie, Louisiana. The office address is 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States. The location is designed to be accessible to all clients, offering:

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet facilities

Appointments are recommended to ensure Mr. Sloan can dedicate the necessary time and attention to each clientâs unique needs. This proactive approach highlights his commitment to providing personalized service.

Contact Information

To schedule an appointment or inquire about services, clients can reach Mr. Sloan by phone at 5048352014. While a website is not currently listed, potential clients are encouraged to contact him directly to discuss their financial planning and tax preparation requirements.

Client Testimonials and Reputation

Jack L. Sloan, CFP enjoys a strong reputation within the Metairie community, as evidenced by the 3 reviews on Google My Business, boasting an impressive average opinion of 4.7/5. Recurring themes within the client feedback indicate a high level of satisfaction with Mr. Sloanâs services. Clients consistently praise his responsiveness, particularly his prompt callbacks, and his overall approachability. The repeated sentiment â âJack has handled my taxes for years. He's great to work withâ â speaks volumes about his reliability and the trust he has earned from his clientele. This suggests a consistent delivery of quality service and a genuine commitment to client satisfaction, making him a highly sought-after professional in the area. The positive reviews also reflect a commitment to clear communication and a willingness to go the extra mile for his clients.

Why Choose Jack L. Sloan, CFP

Certified Financial Planner (CFP): Demonstrates expertise and adherence to ethical standards.
Personalized Service: Tailored financial plans and tax strategies to meet individual needs.
Experience and Reliability: Years of experience in financial planning and tax preparation, as reflected in client testimonials.
Accessibility: Convenient location with wheelchair accessibility.
Responsive Communication: Known for prompt callbacks and clear communication.

For individuals and families seeking a trustworthy and knowledgeable financial professional in the Metairie area, Jack L. Sloan, CFP, presents a compelling choice. His CFP designation, combined with positive client reviews and a commitment to accessibility, establishes him as a valuable resource for comprehensive financial planning and tax preparation services.