Sweeney & Michel, Llc
We are a full service SEC registered financial planning and investment management firm. We offer intentionally below average costs, full financial planning and consulting, and are fiduciaries for our clients. Most importantly, we listen carefully to our clients to understand what their unique circumstances are. Only then do we see if we can add value or identify blind spots. We Don’t: Have minimums Believe any question is too dumb to ask Charge commissions or transaction fees Have or sell proprietary products Push high cost funds or annuities Day trade
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RM
Renée Michel
Financial Advisor and Partner · Finance & Accounting
EmailPhone - BS
Brian Sweeney
Consultant · General Business & Management
EmailPhone - KJ
Katie Junk
Paraplanner · Finance & Accounting
EmailPhone - GJ
Gloria Jones
Client Services Associate · Customer/Client Service
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Sweeney & Michel, Llc
4 distinct titles indexed · top 4 shown.
- 1client services associate
- 1consultant
- 1financial advisor and partner
- 1paraplanner
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