Sweeney & Michel LLC is a financial planning and investment management team based in Chico, CA, dedicated to simplifying complex financial matters for their clients. With a team of experienced financial advisors and Certified Financial Planners, they prioritize the best interests of their clients by offering fee-only services and avoiding conflicts of interest.
As a registered investment advisor, Sweeney & Michel LLC operates as fiduciaries, providing personalized planning and investment recommendations without the pressure to sell proprietary products for commissions. Their transparent fee-based approach, with no trading costs or minimums, allows for greater savings to be passed along to clients, ensuring a cost-effective and client-focused experience.
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