Sloane Financial Planning - Raymond James - Tampa (FL)

5 /5 Gayle Cantaffa: Sloane has guided me and my family for over 30 years. The best of the best with financial planning and has helped secure our financial freedom and planning for our later years.

5 /5 J F: Sloane is the consummate professional whose financial advice my family relies on. She is always ready to help whether it’s a rollover or providing investment advice on a multitude of other financial products. Sloane will provide you with all options and will discuss the benefits of each in easy to understand explanations that do not require you to have a Series 6 license to comprehend. Perhaps more importantly, Sloane treats all of her clients in a manner that does not seem rushed and always has the answers to your questions.

5 /5 Paul Bryers: Sloane has been my Financial Advisor for over 20 years, during which time she has moved companies twice and I have followed her to her new company. Sloane has been exceptional throughout the 20 years, which have included some rough periods in the markets. I have always felt very confident that Sloane is looking after my best interests. We rarely disagree on a path toward but when this has happened I have always followed Sloane’s advice and that has been to my financial advantage. My portfolio has grown phenomenally over the 20 years. Thanks to Sloane I have a solid base of bonds which guarantees my monthly income and a significant portfolio of stocks that has increased my net worth more than I could ever have expected. Tellingly, I have recommended Sloane to 6 close friends over the years and they are all still with Sloane and very happy with her. I whole heartedly would recommend Sloane as a Financial Advisor, whether you are new to investment planning or have significant experience.

5 /5 Megan Chmiel: Sloane has been so incredibly helpful for us in helping with our financial readiness during a cross country move, job changes, selling our home, buying a new home, opening up savings for my kids, and being such a great resource whenever we have questions. I cannot say enough positive things about her and how much she has helped us.

5 /5 Joanne Coe: I have known Sloan for many many years. She helped Me create a financial foundation for when I retired and through my retirement. She Has Help set up 529s For my grandchildren, and has helped answer any question I had regarding finances. If she sees something that would be better financially she will notify me and we will discuss and then implement what works best. Highly recommend this professional!!!