SFM Sweeney Financial Management

Nov 2023

I switched to SFM in 2010 after a disastrous two years with my previous financial manager. The past thirteen years have been tranquil and comforting. They have managed my portfolio with enough diversity to maintain my equity and provide me with a substantial income. Glenn, Chris and David are pleasant to deal with and present a very knowledgeable insight to my needs. All in all, using their firm is one of the best decisions I have ever made.

Nov 2023

SFM helped for decades manage our portfolios and our active 401K accounts. We have solid results after so many years. Glenn Sweeney addressed with patience our concerns, provided personalized advice for years and more recently Chris June continues enthusiastically the quality work that makes SFM such a great financial management firm

Oct 2023

I have trusted Glenn and Chris with Sam's assistants, with most of my investment decisions and choices for more than 20 years! I just never believe I was capable of making the right choices besides they are so into investing, highly intelligent and very professional! I will call them with a question and within a day or two not only do I get an answer I will receive the IRS form to use and I will also receive the address to! Super helpful and very nice!