Our Firm

Experience You Can Trust

Sloan Associates is a financial services firm with a focus on your financial well being. Our knowledgeable professionals provide access to a full portfolio of life insurance, annuities, financial* and retirement planning products, as well as pension design and administration. Mutual funds and investment services are provided through registered representatives of Equity Services, Inc., a registered broker/dealer. Whether it is an estate plan, an insurance policy, investments*, retirement or business planning, we are here to build and maintain long-term relationships based on our integrity, performance and responsiveness.


*Securities and investment advisory services offered solely by Equity Services, Inc.  Sloan Associates is independent of Equity Services, Inc.