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Witnauer Sloan & Associates Employee Directory

Financial ServicesArizona, United States0-1 Employees

Witnauer Sloan & Associates is a Phoenix, Arizona-based financial services firm that provides retirement planning, estate planning, and wealth preservation as its Financial Planning offering, and investment portfolio management through its Investment Management service. The Investment Management program emphasizes prudent, longer-term strategies and proven investments, with each portfolio designed to align with specific financial goals. In practice, most Financial Planning clients also use Investment Management, and tax planning and savings are emphasized across both services. Operating in the financial services industry, the firm appears to be a very small practice. Its approach integrates planning and investment management to address clients' long-term financial objectives while prioritizing tax efficiency.

Find Witnauer Sloan & Associates employees' phone numbers or email addresses

Witnauer Sloan & Associates Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Witnauer Sloan & Associates's Leadership

  • Stylized image of a person
    J. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Collegue-Legal Advisor
    Phone icon
    Mobile Phone

Witnauer Sloan & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Witnauer Sloan & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    Sep 16, 2024
  • Stylized image of a person
    C. L.
    Collegue-Legal Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 25, 2026

Frequently Asked Questions

What is Witnauer Sloan & Associates known for?

Minus sign iconPlus sign iconWitnauer Sloan & Associates operates in the Financial Services industry. The company's main headquarters is located in Phoenix, Arizona 85028 United States. Explore Witnauer Sloan & Associates's company overview page for more information.

What is Witnauer Sloan & Associates's most common email format?

Minus sign iconPlus sign iconWitnauer Sloan & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Witnauer Sloan & Associates email formats with LeadIQ.

How many employees does Witnauer Sloan & Associates have currently?

Minus sign iconPlus sign iconWitnauer Sloan & Associates has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Witnauer Sloan & Associates's key employees and leadership?

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As of February 2026, Witnauer Sloan & Associates's key employees include:

  • Owner: J. S.
  • Collegue-Legal Advisor: C. L.

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