Sloan Advisory Group, Inc.
At Sloan Advisory Group, we focus on helping clients make smarter decisions about their financial lives. Our clients include women, couples and small business owners that are within 5-10 years of retirement or currently retired. We are located in Glens Falls, NY and provide virtual planning and investment services to clients located nationwide.
Our services include investment management, retirement planning, tax planning, cash flow and budget planning, estate planning and insurance planning - the foundational pieces of a solid financial plan.
Sloan Advisory Group is fiercely independent and a full time - 100% fiduciary to our clients. We take a professional oath to put the interests of our clients first. We do not sell financial products, earn commissions or referral fees. We are paid exclusively by our clients.
We are affiliated and fully supported by a first class worldwide team of financial partner firms.
Rachel Sloan, CFP® has been providing advice and guidance to clients since 2004.