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, and is registered to serve investors in California.

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.

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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. This Return is reduced by advisor fees- 0.

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? What are tax-free bonds and how are they different than traditional bonds? How do I change my income tax withholding from my portfolio distributions? Schedule a free, no-obligation consultation to discuss your investment taxes with us at or schedule an appointment online. Here are some related resources and downloads to help as you develop a tax-smart investing strategy. Taxes can be a confusing and complicated issue, even more so when we live under 2 tax codes: CA State and Federal.

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Total Assets Under Management. 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. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile. Not sure which advisor is right for you? Let us help match you with the right financial advisor for your needs. Brian Sweeney is a financial advisor who works in Chico, California with 7 years of industry experience. If you want your profile removed temporarily or permanently, please contact profile-compliance smartasset. It is important to do your due diligence when looking for an advisor. Average Account Size. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy.

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Renee Michel is a financial advisor who works in Chico, California with a total of 7 years of relevant experience. Office Location Cohasset Road Suite Answer a few questions to get a personalized match. Find an Advisor. Use our matching tool. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Let us help match you with the right financial advisor for your needs. Brian Sweeney Chico, CA. Katie Junk Chico, CA. Total Number of Employees. Certifications and Registrations Series 63, Series