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Sweeney & Michel LLC

EST. AUM
$752,618,512

CONTACTS
2

CLIENT ACCOUNTS
1,571

Firm Details

Metro area Sacramento
CRD Number 282595
Website sweeneymichel.com
Client types

Overview

Sweeney & Michel LLC is a financial advisory firm based in Chico, CA. They offer comprehensive financial planning and investment management services, emphasizing a fee-only approach, which means they do not receive commissions for selling financial products. Their services are tailored to meet the specific needs of their clients, ranging from retirement planning to investment strategies. The firm is a Registered Investment Adviser (RIA), ensuring they operate as fiduciaries, prioritizing their clients' best interests.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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