Rachel Sloan (CFP®, CRPC®)

Rachel Sloan focuses in the
following client markets or areas of practice:

  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Unmarried Couples
  • Women's Financial Planning Issues

NAPFA Start Date

January 06, 2020


This Office

12 E Washington St Glens Falls, NY 12801-3363 Phone: (888) 978-8880