Sweeney & michel llc

Brian Sweeney is a financial advisor who works in Chico, California with 7 years of industry experience. Sweeney has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, sweeney & michel llc is registered to serve investors in California. The firm provides financial advisory services to five charities and foundations.

Renee Michel is a financial advisor who works in Chico, California with a total of 7 years of relevant experience. Michel has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. The firm provides financial advice to five charities and foundations. Fees for financial management are based on which service is provided. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs.

Sweeney & michel llc

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We offer a wide range of services and expertise to help manage your finances, clarify your goals, and enjoy your wealth. Our holistic approach begins with a review of your income, expenses, assets, and debts. We look for opportunities to improve anywhere, as we build a plan, together, for your future. Financial Planning and Investment Management should address several subjects including tax planning , investment account selection , investment strategies, reducing fees , budgeting and cash management, estate plans , and more. Markets can be uncertain, but keeping costs low is a certain way to save money. We partnered with Fidelity Investments and American Funds to hold our client accounts and cut out bogus commissions and obscure account fees.

Sweeney & michel llc

As if investing is not complicated enough, you might know that account types and investment assets all have different tax implications. We can help you defer taxes and minimize gains through tax-smart investing techniques, whether that means using tax-efficient retirement accounts, minimizing capital gains, or ensuring portfolio distributions cost as little as possible. Learn more…. Should I be using a different retirement account type to lower my income tax bill? How do I minimize capital gains taxes within my portfolio?

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Answer a few questions to get a personalized match. Office Location Cohasset Road Suite If you want your profile removed temporarily or permanently, please contact profile-compliance smartasset. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Brian Sweeney Chico, CA. Not sure which advisor is right for you? Brian Sweeney is a financial advisor who works in Chico, California with 7 years of industry experience. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. SmartAsset is not a client of the aforementioned firms or advisors. Joseph Sweeney Chico, CA. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile. Renee Michel is a financial advisor who works in Chico, California with a total of 7 years of relevant experience.