Specialties

Angela Sloan, President and owner of Sloan Financial Group, and her team of associates have dedicated themselves to helping clients secure their financial future. Angela's responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement portfolio, even during turbulent financial times. Through Angela's vision, Sloan Financial has grown to provide an integrated suite of products and services to ensure each client's complete financial well-being. With our main office in Clover, and a satellite office in Charlotte, Sloan Financial is committed to serving and educating residents of York County and the surrounding Charlotte metro area by offering complimentary educational programs throughout the Carolinas. Sloan Financial is the area's only full service financial firm offering investments, financial planning, tax services and insurance. Together, these products and the services we provide help to provide assurance that your financial future is protected and on track for success.

History

Established in 1980.

Sloan Financial has served the Clover and surrounding areas for over 30 years. Through dedication to client service and commitment to the community, the firm has grown to include an integrated suite of financial products and services to meet our client's needs. Founded by Angela Sloan, and guided by core principles and values that focus on "doing right by you", Sloan Financial now serves three generations of families throughout North and South Carolina.

Meet the Business Owner: Angela S.

For over 30 years Angela Sloan, President and founder of Sloan Financial Group, has dedicated herself to helping clients secure their financial future. Angela's responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement portfolio, even during turbulent financial times. Through Angela's vision, Sloan Financial has grown to provide an integrated suite of products and services to ensure each client's complete financial wellbeing. Angela's commitment to helping families comfortably organize their financial affairs has won her numerous accomplishments and awards. 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 throughout the Carolinas.