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, sweeney & michel llc. 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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If you want your profile removed temporarily or permanently, please contact profile-compliance smartasset. We are unable to make individual profile updates. Joseph Sweeney Chico, CA.

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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. Average Account Size. Based on that information, we match you with financial advisors near you who suit your needs. Joseph Sweeney Chico, CA. Renee Michel is a financial advisor who works in Chico, California with a total of 7 years of relevant 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. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. Answer a few questions to get a personalized match. Answer a few questions and get matched with an advisor. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Click here to get matched with an advisor today.

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Use our matching tool. Our matching tool has connected more individuals with financial advisors than any other service in the U. Total Assets Under Management. Find an Advisor. SmartAsset is not a client of the aforementioned firms or advisors. This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Katie Junk Chico, CA. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. If you want your profile removed temporarily or permanently, please contact profile-compliance smartasset. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.