Jim Sloan & Associates, LLC is an Oklahoma-based independent financial services firm dedicated to helping clients create and implement retirement strategies. The firm focuses on understanding each client's unique financial situation and goals to provide personalized guidance. Their services include retirement income planning, wealth accumulation, asset protection, tax minimization strategies, and advising on investment products such as annuities and life insurance. As a Registered Investment Adviser, they operate under a fiduciary standard, aiming to provide unbiased advice tailored to their clients' best interests.

Founded in

United States