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 Well-being

Jack L. Sloan, CFP, is a highly regarded financial planner and tax preparation service provider located in Metairie, Louisiana. He has built a strong reputation for providing personalized, reliable, and accessible financial guidance to individuals and families in the New Orleans metropolitan area. He distinguishes himself through his commitment to client service and a responsive approach, ensuring clients feel supported and informed throughout the financial planning process.

Location and Accessibility

Mr. Sloanâs office is conveniently situated at 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States. The location offers excellent accessibility, recognizing the diverse needs of his clientele. The office is equipped with a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and ensuring comfortable access for all visitors. Appointments are recommended to ensure Mr. Sloanâs undivided attention and efficient service delivery.

Contact Information

Address: 3525 N Causeway Blvd Suite 728, Metairie, LA 70002, United States
Phone: 5048352014
Website: (Currently unavailable - potential area for improvement)

Expertise and Services

As a Certified Financial Planner (CFP), Jack L. Sloan possesses a deep understanding of financial principles and a commitment to ethical conduct. His specialties center around two core areas: financial planning and tax preparation services. This dual expertise allows him to provide a holistic approach to financial management, integrating tax considerations into broader financial goals.

Financial Planning Services

Mr. Sloanâs financial planning services are tailored to meet the unique circumstances of each client. He doesn't offer cookie-cutter solutions but takes the time to understand individual goals, risk tolerance, and financial situations. He likely provides services encompassing:

Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
Investment Management: Guiding clients on investment decisions to maximize returns while managing risk.
Estate Planning: Assisting with estate planning documents and strategies to ensure assets are distributed according to client wishes.
Education Planning: Helping families save and plan for future education expenses.
Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.
Budgeting and Debt Management: Developing strategies to manage debt and create sustainable budgets.

Tax Preparation Services

Mr. Sloan's tax preparation services are comprehensive and accurate, ensuring clients comply with all applicable tax laws and regulations. Clients appreciate the timeliness and accuracy of his tax services, and his ability to handle complex tax situations efficiently. He is likely experienced in preparing a wide range of tax returns, including:

Individual Tax Returns (Form 1040)
Business Tax Returns
State and Local Tax Returns

Client Testimonials and Reputation

The online presence of Jack L. Sloan, CFP, reflects a consistently positive client experience. With 3 reviews on Google My Business and an impressive average opinion of 4.7/5, it's clear that clients value his expertise and service. Recurring mentions of his responsiveness and ability to handle taxes for many years suggest a high level of client loyalty and trust. Clients specifically highlight his prompt calls back and describe him as âgreat to work with.â This underscores his dedication to building strong, long-lasting relationships with his clients. The consistent positive feedback suggests a strong focus on client satisfaction and a commitment to providing exceptional service. The emphasis on his responsiveness is a key differentiator, indicating a commitment to clear and timely communication.

Why Choose Jack L. Sloan, CFP

Choosing a financial advisor and tax preparer is a significant decision. Hereâs why Jack L. Sloan, CFP, stands out:

Certified Financial Planner (CFP): Demonstrates a high level of knowledge, experience, and ethical standards.
Personalized Service: Focuses on individual client needs and goals, avoiding generic solutions.
Tax Expertise: Combines financial planning with tax preparation for a holistic approach.
Accessibility and Convenience: Offers a convenient location and accessible facilities.
Exceptional Client Service: Consistently receives positive feedback for responsiveness and professionalism.
Long-Term Relationships: Many clients have entrusted him with their tax preparation for years, a testament to his reliability and trustworthiness.

Potential Areas for Improvement

While Jack L. Sloan, CFP, enjoys a strong reputation, there's potential to further enhance his online presence. Notably, a website is currently unavailable. Establishing a professional website would provide clients with valuable information about his services, qualifications, and contact details. It would also serve as a platform to showcase testimonials and thought leadership content. Regularly updating his Google My Business profile with recent reviews and announcements would also be beneficial.

Conclusion

Jack L. Sloan, CFP, is a highly regarded financial planner and tax preparation specialist serving the Metairie, Louisiana area. His commitment to personalized service, tax expertise, and accessible facilities, combined with consistently positive client reviews, make him a valuable resource for individuals and families seeking financial guidance and peace of mind. With a focus on building long-term relationships and a dedication to ethical practices, Mr. Sloan provides a reassuring and trustworthy partnership for navigating the complexities of financial planning and tax preparation.