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 sweeney & michel llc serve investors in California. The firm provides financial advisory services to five charities and foundations. Financial management fee schedules usually depend on which services are offered.

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.

Sweeney & michel llc

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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. All advisor details come from publicly available data, sweeney & michel llc, and we cannot guarantee the accuracy of the content. Not sure which advisor is right for you?

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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.

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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We are unable to make individual profile updates. SmartAsset is not a client of the aforementioned firms or advisors. Total Number of Accounts. Brian Sweeney Chico, CA. 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. Total Assets Under Management. Not sure which advisor is right for you? Renee Michel Chico, CA. Our matching tool has connected more individuals with financial advisors than any other service in the U.

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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 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. Our matching tool simplifies the process of finding a financial advisor. Certifications and Registrations Series 63, Series Total Number of Accounts. Katie Junk Chico, CA. Our matching tool simplifies the process of finding a financial advisor. The firm provides financial advisory services to five charities and foundations. Renee Michel Chico, CA. 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. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy.