Sweeney & Michel LLC
Legal Name: SWEENEY & MICHEL, LLC
2452 LAKEWEST DRIVE, CHICO, CA
(530) 487-1777
https://www.facebook.com/sweeneymichelllc
Frequently Asked Questions (FAQ)
Other Info
Sweeney & Michel, LLC is a California-based Limited Liability Company with a focus on providing expert financial advice. The company currently employs five staff members, the majority of whom work in advisory roles, serving two clients. As of June 1, 2018, the SEC has given the firm an Approved status and included it in their registration records.
Sweeney & Michel LLC | Financial Planning Services & Investment Management Services | Chico, CA
Sweeney & Michel, LLC is a RIA financial planning and investment management firm located in Chico, California. We are low cost financial planners and advisors who help people create financial plans to achieve their goals.
Direct Owners
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JOSEPH DANIEL SWEENEY
MANAGING MEMBER owns more than 50% but less than 75%
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RENEE ANN MICHEL
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%