Sweeney & Michel, LLC is a financial planning and investment management team located in Chico, California. Our philosophy couldn't be any more simple: Do what's best for our clients. Our team's goal is to help every client organize and simplify their finances, so they can spend more time enjoying the life they've created.
We strive to make every contact with our current and potential clients a positive, informative and memorable experience. We work with clients in all stages of life and do not have an account or portfolio minimum. Renee is a founding partner of Sweeney & Michel, LLC and has been with the team since 2003.
We strive to make every contact with our current and potential clients a positive, informative and memorable experience. We work with clients in all stages of life and do not have an account or portfolio minimum. Renee is a founding partner of Sweeney & Michel, LLC and has been with the team since 2003.
Services
If it has to do with money, chances are we can help. We offer our clients a wide range of services to help them manage their finances, grow their investments, and enjoy their wealth. Our holistic approach begins with a review of your budget and financial obligations. Taking the time to understand your unique situation helps us lay the foundation for your future.
This quick reference guide outlines 2020 Social Security retirement benefits, covering retirement age, cost-of-living adjustments and more. Understanding Medicare can be a challenge. Here is a quick reference guide that provides a break-down of enrollment, premiums and more. Courtesy of Blackrock, here is a quick reference guide including 2020 contribution limits, tax rates and brackets and retirement plan eligibility.
Reviews (1)
Paula Hays Bryant
Jun 12, 2020
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