Joanna S. Slade, CLU, CFP, EA

Joanna S. Slade, CLU, CFP, EA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joanna S. Slade, CLU, CFP, EA, Financial planner, Ponchatoula, LA.

Investments/Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC, and a Registered Investment Advisor
https://www.finra.org/ https://www.sipc.org/

Enrolled Agent (Tax Planning/Prep)
Life, Health and Medicare Products

You've Got Money....
05/13/2026

You've Got Money....

Here’s a quick guide to checking to see if you have unclaimed money.

TAX BRACKETS EXPLAINED.....
02/04/2026

TAX BRACKETS EXPLAINED.....

Have you explored all your options when it comes to managing your taxable income?

WHAT WILL YOUR RETIREMENT LOOK LIKE? ✈️🏝️🏜️🌅
12/18/2025

WHAT WILL YOUR RETIREMENT LOOK LIKE? ✈️🏝️🏜️🌅

How does your ideal retirement differ from reality, and what can we do to better align the two?

Address

Ponchatoula, LA
70454

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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