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 Financial Partner in Metairie, Louisiana

Jack L. Sloan, CFP, is a respected financial professional serving clients in the Metairie, Louisiana area and beyond. With a focus on comprehensive financial planning and meticulous tax preparation, Mr. Sloan has built a reputation for providing personalized and reliable service. He operates from his office located at 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States, and clients appreciate his dedication and responsiveness.

About Jack L. Sloan, CFP

As a Certified Financial Planner (CFP), Jack L. Sloan holds a rigorous certification demonstrating his expertise in financial planning. The CFP designation signifies a commitment to ethical conduct, professional competence, and a client-centric approach. This commitment is evident in his consistent efforts to understand each clientâs unique financial situation and goals.

Services Offered

Financial Planning: Mr. Sloan provides comprehensive financial planning services, assisting clients with retirement planning, investment management, estate planning, insurance needs assessment, and education funding. He crafts tailored strategies to help individuals and families achieve their financial aspirations.
Tax Preparation Service: A significant portion of Mr. Sloan's practice involves tax preparation. Clients consistently highlight his expertise and accuracy in this area. He handles both individual and business tax returns, ensuring compliance and maximizing potential deductions.

Location and Accessibility

Jack L. Sloan's office is conveniently located on Causeway Boulevard in Metairie, Louisiana. The office is designed with client comfort and accessibility in mind. The facility boasts wheelchair-accessible parking, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Appointments are recommended to ensure Mr. Sloan can dedicate the necessary time and attention to each client's needs.

Contact Information

For inquiries and appointments, clients can reach Jack L. Sloan at 5048352014. While a website is currently unavailable, potential clients can readily contact him by phone to discuss their financial planning and tax preparation needs.

Client Testimonials and Reputation

Mr. Sloan maintains a strong reputation within the community, as evidenced by his 4.7/5 average rating based on 3 reviews on Google My Business. The consistent feedback emphasizes his professionalism, responsiveness, and expertise. A recurring theme in the reviews is the client's long-standing relationship with Mr. Sloan, with many noting that he has handled their taxes for years. Clients consistently praise his timely callbacks, indicating a dedication to clear and prompt communication.

Why Choose Jack L. Sloan, CFP

Experience and Expertise: Years of experience in financial planning and tax preparation provide a strong foundation for informed advice.
CFP Certification: The CFP designation assures clients of a high level of competence and ethical standards.
Personalized Service: Mr. Sloan takes the time to understand each client's unique circumstances and goals.
Accessibility: The office is easily accessible and designed to accommodate individuals with disabilities.
Strong Reputation: Positive client reviews and a high average rating reflect a commitment to client satisfaction.
Tax Expertise: Clients appreciate his knowledge and ability to manage their tax obligations effectively.

Further Information

While a website is not currently available, prospective clients can gather more information by contacting Mr. Sloan directly. His commitment to providing exceptional service and his proven track record make him a valuable resource for individuals and families seeking reliable financial guidance and tax preparation assistance in the Metairie, Louisiana area. The emphasis on communication, as highlighted by the frequent mentions of timely callbacks, suggests a proactive and attentive approach to client relationships. The long-term relationships established with many clients speaks to the trust and confidence they have in his services. He is readily available via phone and dedicated to ensuring clients feel supported throughout the financial process. His office's accessibility features demonstrate a dedication to serving a diverse clientele.