Jim Sloan & Associates, LLC Employee Directory

Financial ServicesColorado, United States1 Employees

Jim Sloan & Associates, LLC is a financial services firm that concentrates on wealth management with a focus on retirement income planning. Based in Highlands Ranch, Colorado, the company appears to operate on a small team, aligning its services with individuals seeking guidance on sustaining income through retirement. While the firm’s stated specialty is retirement-focused wealth management, the information provided does not detail specific client segments or service models beyond this focus. The company is positioned within the broader financial services sector, offering planning services that aim to address long-term income stability for clients. The available description notes that the firm operates from a Woodlands, Texas location in its stated description, but the current registered location is Highlands Ranch, Colorado, and no explicit founding date is provided. Overall, the information depicts a boutique advisory practice centered on retirement income, serving clients who require structured planning to manage assets over the retirement horizon.

Sign up for free to view info

Company overview Email format