Sweeney & michel llc

Brian Sweeney is a financial advisor who works in Chico, California with 7 years of industry experience, sweeney & michel llc. Sweeney has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and 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.

Sweeney & michel llc

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It is important to do your due diligence when looking for an advisor. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile. Renee Michel Chico, CA, 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. We believe a low-cost approach can help our clients end up with more in the long run.

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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Fees for financial management are based on which service is provided. Total Assets Under Management. Average Account Size. Joseph Sweeney Chico, CA. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Our matching tool has connected more individuals with financial advisors than any other service in the U. The firm provides financial advisory services to five charities and foundations. We are unable to make individual profile updates. This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. 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. 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.

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Total Assets Under Management. Our matching tool has connected more individuals with financial advisors than any other service in the U. Renee Michel is a financial advisor who works in Chico, California with a total of 7 years of relevant experience. Use our matching tool. If you want your profile removed temporarily or permanently, please contact profile-compliance smartasset. The firm provides financial advice to five charities and foundations. The matching tool does not include all available advisors and firms and matches based on specific criteria investable assets, geography, and willingness to work with a remote advisor. Total Number of Employees. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Average Account Size.