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At
Sloan Financial Group, we pledge to provide distinctive
quality and unparalleled customer service as we
help our clients build, protect and preserve their
assets while minimizing taxes and increasing cash
flow
and net worth. Our goal is to take the mystery
out of complex tax returns, investing, managing
risk, preparing for retirement, and preserving
our clients’ wealth. We hope to establish
a long and trusted relationship with you by helping
you acquire the information you need to achieve
your financial objectives. |
Here
at Sloan Financial Group our goal is to:
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Help
you avoid costly tax mistakes |
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Customize
a plan to meet your individual needs |
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Provide
you with conservative investment opportunities |
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Make
all information easy-to-follow, in real words you
can understand |
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Treat
you with the dignity you deserve, while always earning
your respect |
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ANGELA
SLOAN
CEO & Founder |
CARL
SLOAN
CFO & Chief
Operating
Officer |
KATHY
BALDWIN
Director of First Impressions
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JAMIE
HAMILTON
Marketing Director |
KATIE
SPEARMAN
Agent Services |
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