Jim Sloan & Associates, LLC Ready to Take

The Next Step?

Schedule a call with our team today and take the first step toward a financial strategy designed around your goals.

Let’s Get Started

How Would You Like to Meet?

Please choose either a virtual appointment or an in-office appointment. Select the option that is most convenient for you.

Meet From Anywhere

Virtual Meeting

Meet with our team securely from the comfort of your home, office or any location that works for you.

Convenient, private and easy to attend Schedule a Virtual Meeting

Visit Our Office

In-Office Meeting

Sit down with our team in person at our Shenandoah office for a private conversation about your financial goals.

128 Vision Park Blvd #220
Shenandoah, TX 77384 Schedule an In-Office Meeting

Important Information

SMS Privacy & Terms

SMS and Mobile Data Privacy

If you provide your mobile number and agree to receive text messages from Jim Sloan & Associates, LLC, we may send you conversational and service-related SMS messages, including follow-up messages regarding your inquiry, scheduling, appointment reminders and requested information.

We do not share, sell, rent or disclose personal information to third parties or affiliates for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared, sold or disclosed to any third parties or affiliates for marketing or promotional purposes.

We only share information with subcontractors or service providers as necessary to deliver our services, operate our business or meet legal obligations. These parties are not permitted to use personal information for their own marketing or promotional purposes.

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. For help, reply HELP.

SMS Communications Terms

SMS Communications

By providing your mobile number and agreeing to receive text messages from Jim Sloan & Associates, LLC, you consent to receive conversational and service-related SMS messages from our office, including follow-up messages regarding your inquiry, scheduling, appointment reminders and requested information.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP. For help, reply HELP.

Consent to receive SMS messages is not a condition of purchase.

SMS consent is not shared with third parties or affiliates for marketing or promotional purposes.

View Full Privacy Policy View Full Terms of Use

Prefer to Contact Us Directly?

Our team is available to help you choose the right meeting option and answer your scheduling questions.

Call 281.675.5980 Email jim@jimsloan.com