Sloan Financial Group, LLC -

Welcome to Sloan Financial Group, LLC

We are a Trusted Choice™ Independent Agency offering Personal Lines Insurance products for clients in NC and SC

Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Becoming a client with us is as easy as it is rewarding.

We offer a wide variety of tax preparation services for individual as well as corporate returns. No gimmicks and low prep fees!

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Contact Us
Sloan Financial Group, LLC Main Office 1474 Highway 55 East, Suite 500 Clover, SC 29710-9224 Phone: 803-222-2892 Fax: 803-222-9587 Email: info@sloanfinancial.net Southpark Office of Convenience Charlotte, NC By appointment only 1-800-298-2892

1474 Highway 55 East, Suite 500 , Clover, SC 29710-9224
Phone: 803-222-2892 Fax: 803-222-9587 Email: info@sloanfinancial.net

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.

Angela Sloan, Sloan Financial Group, LLC, has agents licensed to solicit and sell life insurance and annuities in the following states: NC, SC.

Glenn Templin is licensed for securities in the following states only: NC, SC, VA, IN, FL, OH, TN and TX. He has securities licenses 7, 9, 10 & 63.

IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or by any governmental taxing authority or agency; furthermore, this communication is not intended or written to support the promotion or marketing of any of the transactions or matters addressed.