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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck