Mary Kay Sloan
Financial Advisor,
My Focus Areas are Saving for Retirement, Living in Retirement, Financial Strategy and Saving for Education
As a financial advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously, and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Mary Kay Sloan
Financial Advisor
For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Worried About Market Volatility?
If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.
About Mary Kay
About Mary Kay
When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with your various options, so we can determine together the most successful solutions to your financial challenges.
I'm Most Proud Of: Hearing from clients about how our team helped improve their lives. There's nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Saving for Education
Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Meet Our Professional Team
Experience
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Financial Advisor
The Prudential Insurance Company of America
October 2009 - Present | Hartford, CT
- Complete fact finding process to allow for thorough understanding of clients' financial goals and needs - Develop customized ideas and solutions for each client - Specialize in helping clients meet their protection needs through a variety of insurance products
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Vice President, Portfolio Manger
InsurBanc
December 2008 - September 2009 | Hartford, CT
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Vice President, Portfolio Manager of Health Care Lending
Webster Bank
April 2006 - November 2008 | Hartford, CT
The Prudential Difference
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- Variable Annuities: CT, FL, MA, NC, NJ, NY, SC, VA
- Securities License: CA, CT, FL, GA, MA, NC, NH, NJ, NY, OR, SC, VA
- Variable Life Insurance: CT, FL, MA, NC, NJ, NY, SC, VA
- Fixed Annuities: CT, FL, MA, NC, NJ, NY, SC, VA
- Life Insurance: CT, FL, MA, NC, NJ, NY, SC, VA
Mary Kay Sloan is associated with the The Southern New England Financial Group Office, 2 Corporate Drive, Suite 440, Shelton, CT, 06484-6249, Managing Director: Steven Silverman, Phone: 203-402-3200. Mary Kay Sloan offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Mary Kay Sloan offers insurance and securities products and services as a registered principal of Pruco and an agent of issuing insurance companies. 1-800-778-2255. Mary Kay Sloan is not acting as a financial planner and does not offer financial planning services. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.