Sweeney Financial Management SFM, LLC

1 reviews

+1 (603) 625-8400

Website

Photos

Sam Graham, CFP
Wealth Advisor — Sam Graham, CFP Wealth Advisor

Molly Hamm
Office Manager — Molly Hamm Office Manager

Chris June, CFP
Partner, Chief Investment Officer, Wealth Advisor — Chris June, CFP Partner, Chief Investment Officer, Wealth Advisor

David Snyder, CFP
Wealth Advisor — David Snyder, CFP Wealth Advisor

Glenn Sweeney, CFA
Founding Partner & Wealth Advisor — Glenn Sweeney, CFA Founding Partner & Wealth Advisor

575 Front St

Manchester, NH 03102

+1 (603) 625-8400

https://www.sfmllc.net

History

SFM, LLC was founded by Glenn Sweeney to help individuals, families, and small businesses obtain objective, unbiased, and honest financial advice.

Specialties

We provide Investment Management and Financial Planning for Entrepreneurs & Individuals. We have helped our clients analyze their investment assets, retirement savings including 401(k)'s, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

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Reviews

5.01 reviews

Stacy K.

7/15/2023

David Snyder and the whole team at SFM have been so helpful for my financial planning needs. They really take the time to understand my values and are always ready to answer my questions. I highly...

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