Sweeney & Michel, LLC - Chico, California

Address: 196 Cohasset Rd #100, Chico, CA 95926, United States.
Phone: 5304871777.
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: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sweeney & Michel, LLC

☎️5304871777

⏰ Open Hours of Sweeney & Michel, LLC

Monday: 8 AM–3 PM
Tuesday: 8 AM–3 PM
Wednesday: 8 AM–3 PM
Thursday: 8 AM–3 PM
Friday: 8 AM–2 PM
Saturday: Closed
Sunday: Closed

Sweeney & Michel, LLC is a reputable financial firm located at "Address: 196 Cohasset Rd #100, Chico, CA 95926, United States."

They can be reached at "Phone: 5304871777". Their website, "Website: sweeneymichel.com", offers valuable information about their services.

Specialties

Sweeney & Michel, LLC specializes in financial planning, financial advisory, and investment services. They are committed to helping their clients manage their finances effectively, providing expert advice and personalized service.

Other Points of Interest

The firm offers online appointments for the convenience of their clients. They also have wheelchair-accessible facilities, including a car park, entrance, and toilet. Their office hours and other relevant information can be found on their website.

Client Reviews

The company has received numerous positive reviews from satisfied clients. For instance, one client mentioned that they have worked with all three brokers at Sweeney & Michel and found them to be excellent in explaining complicated financial information. The client also appreciated the one-on-one interactions and the friendly and helpful staff.

Recommendation

Based on the information available, Sweeney & Michel, LLC is a reliable and trustworthy financial firm. Their expertise and commitment to providing personalized service make them an excellent choice for anyone looking for financial planning advice. If you're considering working with a financial advisor, we recommend visiting their website, "Website: sweeneymichel.com", and scheduling an appointment.

Their team of professionals is dedicated to helping you achieve your financial goals, no matter how complex they may be. With Sweeney & Michel, LLC, you can be confident that your finances are in good hands.

👍 Reviews of Sweeney & Michel, LLC

Sweeney & Michel, LLC - Chico, California

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.

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.

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.

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.

Marek

5/5

My husband and I have been seeing Joe for years. Recently visited their newer location, and loved the warm and welcoming staff. Joe is very knowledgeable and helps explain things in a way that anyone can understand. Highly recommend!