About SFM Sweeney Financial Management (SFM , LLC)
Sweeney Financial Management is a trusted financial planning and wealth management firm. They offer comprehensive services, including retirement planning, tax planning, and expert financial consultation. The firm has managed clients' portfolios with sufficient diversity to maintain equity and provide substantial income. Clients have found the team to be pleasant, knowledgeable, and responsive to their needs. Chris has stood out for his helpfulness, encouraging clients in managing their accounts and discussing all topics of interest. With over 20 years of experience, Sweeney Financial Management has consistently delivered quality work and personalized advice, making it a great choice for those seeking professional financial management. Clients have left meetings with more options and confidence to navigate their financial situations, finding the guidance essential.
We were referred to Sweeney Financial Management, specifically David Snyder, two years ago by a family member. My husband and I were new to investing and had many questions, along with many concerns, in doing so. Our concerns subsided greatly in our first meeting with David. He took the time to listen to our concerns, along with our future and retirement goals. Very soon into our conversation about the dynamics of it all, we knew our decision to choose SFM for our investment management was the right one. Not having a clear retirement picture prior to, David assured us our goals and plans were right in line and were attainable. David did not make us any promises,...read full review
Chris was super helpful in reviewing my investments and encouraging in my ability to manage my accounts. He was open to covering all the topics that I wanted to discuss and provided both reassurance and concrete actionable advice for me to implement.
Had a helpful and informative meeting with Chris today. I left with more options and confidence to navigate my current financial situation. Essential! Thank you Chris