Sweeney & Michel, LLC - Chico, California

About Sweeney & Michel, LLC

Sweeney & Michel, LLC, located at 196 Cohasset Rd #100, Chico, CA 95926, stands out as a trusted financial institution offering a range of financial services including financial planning, advisory, and investment services. Their commitment to providing personalized guidance and comprehensive financial solutions is evident from their impressive online presence and customer feedback.

Contact Information and Services

For those looking to connect with Sweeney & Michel, they can be reached at 530-487-1777. Their website, sweeneymichel.com, serves as a valuable resource for potential clients seeking more information about their services and how they can benefit from them. Key services include:

- Financial Planning: Tailored strategies to meet your financial goals.
- Financial Advisory: Expert advice on managing and growing your wealth.
- Investment Services: Diversified investment options to suit different risk appetites and investment horizons.

Accessibility and Appointment Convenience

Sweeney & Michel emphasizes accessibility and convenience for their clients. They offer online appointments, ensuring you can plan your visit at your convenience. Their wheelchair accessible entrance, parking lot, and restrooms demonstrate their commitment to serving all clients comfortably. An appointment recommendation is advised to ensure smooth service.

Customer Satisfaction

The company boasts an impressive average rating of ^5/5 based on 22 reviews on Google My Business. Testimonials highlight the exceptional service provided by Joe and his team, who are not only knowledgeable but also take the time to understand individual client needs. They offer onsite services, allowing for personalized consultations in a comfortable environment. This level of dedication ensures clients feel valued and well-informed about their financial future.

Recommendation for Potential Clients

If you're considering your financial future and seeking reliable guidance, Sweeney & Michel, LLC is definitely worth reaching out to. Their combination of expert financial services, personalized approach, and commitment to accessibility makes them an excellent choice for anyone looking to enhance their financial well-being. To experience their exceptional service firsthand, visit their website at sweeneymichel.com to schedule an online appointment or learn more about how they can help you achieve your financial goals. Don't miss this opportunity to take control of your financial future with a partner who truly understands your needs and aspirations.

👍 Reviews of Sweeney & Michel, LLC

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.

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.

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.

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.

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!