The Sloan Difference
Financial service firms are not all the same. Sloan Financial Group, LLC is one of the only full service financial organizations in the area. With expertise in financial planning, taxes, and insurance, we are able to recommend products, services, and strategies to maximize your financial success. Investments have an impact on taxes, and taxes have an impact on investments. Managing one without a view to the other means you could be paying too much. Our approach enables us to look at each client’s unique financial situation and make recommendations tailored to their specific needs.
Call us and see for yourself how this approach to planning can help make a difference for you and your family.
Our Principles
At Sloan Financial we believe that Integrity is Everything. All financial firms have a high standard of ethics, but at Sloan Financial our firm has been built on core principles that guide us daily in our recommendations and our relationships. Our focus is on doing right by you. There is no cookie cutter approach to personal finances; we manage each client as an individual, just as we manage our own affairs.
Awards & Recognition
Through a commitment to help families comfortably organize their financial affairs; Angela Sloan has won numerous awards, including the Pioneer Service Excellence Award, the AMS Inventor of the Year Award, and winner of the Richard M. Metcalfe Memorial Award. She has also been featured in financial publication including Financial Advisor Magazine, ProActive Advisor Magazine and Greater Charlotte Biz Magazine. Rounding out Angela’s list of accomplishments includes many guest speaking appearances and panel participation for organizations like Clemson University’s Professional Development for Women and York Technical College Entrepreneur.
Our History
Founded in 1984 by Angela Sloan, Sloan Financial has deep roots in the community and many years of experience in helping families meet their financial goals. From its beginning, Sloan Financial has been the area’s trusted resource for tax and financial planning products, services and advice.
Mission Statement
At Sloan Financial Group our goal is to:
- Customize plans to meet your individual needs
- Provide you with conservative investment opportunities designed to preserve and grow your assets
- Help you avoid costly tax mistakes
- Make all information easy-to-follow, in real words you can understand
- Treat you with the dignity you deserve, while always earning your respect