Sweeney & Michel, LLC

Sweeney & Michel, LLC is a financial planner in Chico, CA, located at 196 Cohasset Rd #100. It holds a rating of 5.00 based on customer reviews.

The firm is a fee-only registered investment advisor (RIA) that provides financial planning and investment management services to people in every stage of life. As fiduciaries, the firm has a legal and moral obligation to make planning and investment recommendations in the sole best interest of clients. The team uses a holistic approach that begins with a review of income, expenses, assets, and debts to build a plan for the future. Services include tax planning, investment account selection, investment strategies, reducing fees, budgeting, cash management, and estate plans. The firm does not sell variable annuities or whole life insurance, nor does it sell products with commissions, loads, or kickbacks. It does not charge additional planning fees if it is managing investments, nor does it charge fees for trades, paper statements, annual IRA fees, or third-party advisory programs. To help reduce costs, the firm has partnered with Fidelity Investments and American Funds to act as client account custodians. The firm does not have account or portfolio minimums.

The team includes founding partner Renée, who has been with the firm since 2003, and founding partner Joe, who has been with the team since 2010. They are supported by Katie, a financial advisor and paraplanner, Karla, the client services manager, Megan, the operations manager, and Gloria, the client services associate. The team’s goal is to help every client organize and simplify their finances.

Sweeney & Michel, LLC holds a 5.00 rating based on customer reviews. The firm is known for its low-cost, fee-based approach to financial planning and investment management in Chico.

Sweeney & Michel, LLC is located on Cohasset Road, just over a tenth of a mile from the Esplanade and Lindo Channel. The office sits about a third of a mile from the DMV Chico and half a mile from Morning Sun Martial Arts.

BizScoreAI awards a technical score of 86 out of 100, ensuring the website is secure and readable by search engines. A discoverability score of 75 out of 100 allows AI crawlers to find every page, which is the first step for AI assistants to recommend the business. The firm ranks number 3 of 10 Financial Planner businesses that BizScoreAI has scored in Chico.