william-sloan_5cdb1eb1f167422dac02ec62686be1e6

William (Bill) Sloan

Financial Services Professional

Biography

Bill has been a financial advisor servicing the Rochester community for over 30 years providing his clients personalized guidance around retirement planning, investment management, and risk mitigation strategies to address each client’s unique situation. 
 
When Bill is not advising clients, you can find him on the golf course, up at his cabin with his family, musky fishing with friends or traveling with his wife Lynne to interesting places across the world. 

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202112-257136

Check the background of this investment professional on FINRA's BrokerCheck