Sloan Financial Group Offers Tax Returns & Financial Service

Sloan Financial Group

Clover, SC - Tax & Financial Services

Also serving Greater Clover, Charlotte, Gastonia, Rock Hill, Gaffney & Shelby

Tax Returns, Financial Service – 1474 Highway 55 E # 500
 

Sloan Financial Group

1474 Highway 55 E # 500

Clover, SC 29710-9224

(803) 675-7616

CALL TODAY
(803) 675-7616


What We Do

When you need reliable financial services from an experienced and trusted organization, turn to Sloan Financial Group. We offer an assortment of financial service and products ranging from tax returns and tax filing assistance to automobile, home and life insurance policies. Our staff similarly offers investment assistance, retirement planning and 401(k) rollover service. We offer low tax service preparation fees as well as no-fee consultations and a $20 discount for new customers on tax preparation services!

Contact Sloan Financial Group today at (803) 675-7616 to learn more about our organization and schedule a free consultation!

Don't be intimidated by tax returns, life insurance or investment strategies. Let the professionals at Sloan Financial Group perform vital financial service with attention to results and customer satisfaction. We offer our tax preparation, bookkeeping, insurance and investment assistance services year-round. We are licensed in both North and South Carolina. We adhere to high professional standards so contact us at (803) 675-7616 for more information!

Service Area

Greater Clover, Charlotte, Gastonia, Rock Hill, Gaffney & Shelby

Our Commitment

  • Sloan Financial Group is your one-stop financial services center dedicated to low fees & premier client service!

Services

  • Financial Services
  • Tax Return Preparation
  • Home Insurance Products
  • Auto Insurance Products
  • Life Insurance Products
  • Long-Term Care Insurance Products
  • Investment Services
  • 401(k) Rollovers
  • Retirement Strategies
  • Estate Planning
  • Bookkeeping Services
  • Mortgage Reduction Program
  • Debt Reduction Program
  • Medicare Supplements

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Professional Associations, Awards & Certifications

  • Agents Licensed to Sell Life Insurance & Annuities in North Carolina & South Carolina
  • Glen Templin: Licensed for Securities in North Carolina, South Carolina, Virginia, Florida & Ohio
  • Glen Templin: Security Licenses 7, 9, 10 & 63
  • National Ethics Bureau (NEB) Member
  • Better Business Bureau (BBB) Member

Promotions & Special Offers

  • No Fee Consultations
  • New Clients receive $20 Off Tax Prep

Specialties

  • Low Prep Fees for Taxes
  • Year-Round Services
  • Experienced Professional Staff
  • Saturday Hours during Tax Season Only 

Disclosure

  • Angela Sloan, and Glenn Templin, are registered representatives of and offer securities through Madison Avenue Securities, Inc. (“MAS”), member FINRA & SIPC. MAS is not affiliated with Sloan Financial Group, LLC and its affiliated companies - Preservation Financial, Inc.; Metrolina Tax Service, Inc; and Metrolina Insurance. MAS does not provide tax and legal advice. Securities services and products described may not be eligible for solicitation in your state. This site is for use by individuals residing in states where our products and services may legally be offered. The information on this site is not intended to be used as the primary basis for investment decisions. This site has been published in the United States for residents of the United States.

Call Us (803) 675-7616




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Hours of Operation
Monday 8:30AM - 5:30PM EST
Tuesday 8:30AM - 5:30PM EST
Wednesday 8:30AM - 5:30PM EST
Thursday 8:30AM - 5:30PM EST
Friday 8:30AM - 5:30PM EST
Saturday Closed
Sunday Closed

 
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Privacy Statement

We respect your privacy. We will not wilfully disclose any individually identifiable information about you to any third party without first receiving your permission, as explained in this privacy statement. Furthermore, we do not specifically target children under the age of 13, nor do we knowingly collect, without parental consent, individually identifiable information from such children.

What Information Do We Collect?

We do not collect any personal information other than that which is specifically and knowingly provided to us.

Cookies and Other Monitoring Technologies?

Like most sites, we may use cookies, web beacons and other monitoring technologies to compile anonymous statistics about site users. Cookies are data files stored on your computer that identify you as a unique user. In limited instances, we may allow third party business partners to monitor our sites for the purpose of reporting user traffic, statistics, advertisements, "click-throughs" and/or other activities and to set their cookies on your computer, subject to agreement between such business partner and us and subject to such business partner's privacy policy. Cookies and related monitoring technologies enable us to track user trends, preferences and patterns. We may also receive and record information from your computer and browser, including your IP address, site(s) you visited and keyword searches you conducted on our site(s). You can visit our site without using cookies. Most browsers permit users to refuse cookies or to be notified before a cookie is accepted. In addition, you may go here to opt-out of most third party tracking.

Links to Other Sites?

This website may contain links to other sites. Those sites may send their own cookies to users, collect data, or solicit personal information. We are not responsible or liable for the privacy practices or content of such sites since we do not control them.

With Whom Do We Share Information?

We may share non-personal and non-personally identifiable information with third parties. Such non-personally identifiable information may include your IP address, sites(s) you visited and keyword searches you conducted on our site(s). This information may allow such third parties to provide you customized advertising.

In addition, we may partner with other parties in connection with the various services offered on our site, such as credit card processors or email delivery services. In such instances, we may share limited personal information that is necessary for the third party to provide its services. These companies are prohibited from using this information for any other purpose.

We may also provide personal information when disclosure may be required by law (e.g., subpoenas, search warrants and court orders). We may also determine that such action is reasonably necessary to protect a party's rights, property, or well-being. This action may include exchanging information with other companies and organizations for the purposes of fraud detection or protection, or in other situations involving suspicious or illegal activities.

Consent and Changes to this Privacy Statement?

By using our site or services, you consent to the collection and use of your information as we have outlined in this privacy statement. We may decide to change this privacy statement from time to time. If and when we do, we will post the changes on this page so that you are always aware of the information we collect, how we use it, and under what circumstances we disclose it.

Effective May 1, 2012