Sweeney & Michel, LLC - Chico, California

Sweeney & Michel, LLC: A Comprehensive Overview

Address: 196 Cohasset Rd #100, Chico, CA 95926, United States

Phone: 530-487-1777

Website: sweeneymichel.com

Specialties

• Financial planner
• Financial advisor
• Investment service

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

This company has received a total of 22 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the personalized attention and expertise provided by the financial advisors at Sweeney & Michel. They emphasize the brokers' ability to explain complex financial concepts in an accessible manner, fostering a comfortable and supportive environment for clients. The staff is also lauded for their friendliness and efficiency in assisting clients with their needs.

Key Features and Characteristics:

Sweeney & Michel, LLC is a reputable financial planning and investment service firm that prides itself on providing exceptional, personalized service to each client. Their team of experienced financial advisors is committed to understanding their clients' unique financial situations and goals, tailoring their recommendations to suit individual needs. The firm's motto, "no question is a dumb question," reflects their dedication to educating and empowering their clients to make informed financial decisions.

Recommending Sweeney & Michel, LLC:

If you are seeking a reliable and experienced financial advisor to help you navigate the complexities of investing and financial planning, Sweeney & Michel, LLC is an excellent choice. With a strong focus on personalized service, a commitment to client education, and a track record of success, this firm is well-equipped to assist you in achieving your financial goals. Don't hesitate to visit their website or contact them directly to schedule an appointment and begin your journey towards financial stability and growth.

Final Recommendation: For those in search of a trustworthy and knowledgeable financial planning firm, Sweeney & Michel, LLC stands out as a top contender. Their exceptional customer service, experience, and dedication to their clients make them a valuable resource for anyone looking to secure their financial future. We highly encourage you to explore their website and consider reaching out to the team to learn more about how they can assist you in reaching your financial objectives.

👍 Reviews of Sweeney & Michel, LLC

Ken E.

5/5

I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.

Jake P.

5/5

Joe and his team provide unmatched service and guidance regarding my finances. They keep me up to date on the changing trends in the market and provide sound suggestions. They also take the time to talk with me to understand how aggressive I want to be in my investments and tailor their services to best suite my expectations.

Brian B.

5/5

Joe has been a great financial advisor for us for over 10 years.
He always takes the time necessary to advise and explain any questions we may have. We highly recommend Joe and Sweeney & Michel, LLC.

Matthew D.

5/5

I've been working with Joe for 15+ years. Have always felt he has my best interest in mind when making financial decisions. Always listens to my goals and helps me strategize. Couldn't be more happy with the service and results.

Andy P.

5/5

I had a financial issue that I needed help with and Joe was fantastic in helping me walk through the options and develop a solution that was tailored to my circumstances.

He's very approachable and friendly; I highly recommend him.

Joel S.

5/5

Amazing insight, client service and flexibility. This will be your last stop for financial planning. It's more like a family and they help make every decision an informed and educated one.

Kyle A.

5/5

Joe is easy to talk to does not pressure you. He makes you feel comfortable right off the bat. Is very knowledgeable and great at explaining your options to allow you to make the decision that is best for you. I appreciate how profession and personable he is.

Niko G.

5/5

The entire team at Sweeney & Michel are all brilliant and very welcoming. Joe is very open and responsive to any questions I may have regarding the market or my investments. He has proven to be the kind of advisor I trust and recommend to all my friends, family, or anyone looking for a reputable place to care for their funds/accounts!