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Reviews for SFM Sweeney Financial Management (SFM , LLC)
Add your commentSFM Sweeney Financial Management (SFM , LLC)
575 Front St, Manchester
Directions Call Website Suggest an Edit575 Front St, Manchester
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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.
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.