Witnauer Sloan & Associates, based in Scottsdale, AZ, is a distinguished financial planning firm dedicated to helping clients achieve their unique life goals and dreams. With a personalized approach, they specialize in retirement planning, estate planning, wealth preservation, and investment management tailored to individual financial situations and objectives.
Recognized for their expertise, the firm's founder, Jeff Sloan, has been honored as a 5 Star Wealth Manager by Phoenix Magazine and listed among the Top Ten Wealth Managers by the Wall Street Journal. Their comprehensive services include a focus on tax planning and savings, exclusively available to residents of Arizona.
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