Call Us Today! (803) 675-7616

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 financial advisors 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 with one of our financial advisors!

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!

Professional Associations, Awards and Certifications

  • Agents Licensed to Sell Life Insurance and 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 and 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.

Sloan Financial Group

474 State Hwy 55 E
Clover, SC 29710

Phone

(803) 675-7616

Website

Visit Our Website!

Hours of Operation

Monday - 8:30 AM - 5:30 PM
Tuesday - 8:30 AM - 5:30 PM
Wednesday - 8:30 AM - 5:30 PM
Thursday - 8:30 AM - 5:30 PM
Friday - 8:30 AM - 5:30 PM
Saturday - Closed
Sunday - Closed

Call Us Today!
(803) 675-7616