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Sloan Wealth Management
- Finance
- Dallas, TX
About this business
Location details
100 Crescent Ct #1130, Ste 1130, Dallas, TX, 75201, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 7:00 p.m. | |
| Tue | 8:00 a.m. to 7:00 p.m. | |
| Wed | 8:00 a.m. to 7:00 p.m. | |
| Thu | 8:00 a.m. to 7:00 p.m. | |
| Fri | 8:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
EP Wealth Advisors has been a fantastic partner with us for more than a decade. The team in Dallas has been extremely helpful, offering quick response when we have questions or requests. Performance in all areas has been exceptional. Best of all, the people are great! I would strongly recommend the Dallas EP Wealth Advisors.
I have had the pleasure of working with Doug Jones and Susan Smith for several years. Doug Jones is consientous, measured and practical--all very important things for us at this stage in our lives. We have recommended Doug and EP's services to friends and family alike. All of those we have recommended have decided to trust in Doug and Susan as well. They definitely take all factors in to account when making recommendations which we appreciate. No stone goes unturned with Susan in the mix--she is extremely thorough and detail... read more
I have been working with Doug Jones from EP Wealth in Dallas, TX for the past two years. After moving my assets to EP Wealth I have gained valuable knowledge and expertise in managing and growing my retirement accounts. I thank Doug and EP Wealth for investing in my future and helping me grow financially.
In addition to being a great firm and having a great group of advisors, Their staff of Jody and Amy have always gone above and beyond to address my needs
Above average return over the last 7 years, very reliable. They have my full trust and have the bandwidth to give advice on any financial question you have. Shannen has proven to be a consistent asset for me for a long time now and I look forward to leaning on him when I need any sort of financial advice. I know that with EP, my money is in hands that are not only safe, but fruitful.
Frequently asked questions about Sloan Wealth Management
How is Sloan Wealth Management rated?
Sloan Wealth Management has a 5 star rating with 8 reviews.
When is Sloan Wealth Management open?
Sloan Wealth Management is closed now. It will open tomorrow at 8:00 a.m.
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