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Qualified Financial Advisors in Redding, California
Financial Advisor Office Location Phone Number
Sweeney & Michel, LLC
Chico, CA 95926

Information on Qualified Financial Advisors in Redding

Qualifications CRD# 4968553
FirmCRD# 282595

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly

Office Location 196 COHASSET RD,
STE 100,
Phone Number 530-487-1777

Joe is a founding partner at Sweeney & Michel, LLC and has been with the team since 2010, (when they were with an independent broker dealer firm). He graduated from the Azusa Pacific University finance program in Los Angeles in 2008 and earned his CERTIFIED FINANCIAL PLANNER" designation in 2013. The Sweeney & Michel Firm's goal is to give people an opportunity to have all their financial concerns heard and thoughtfully addressed through low-cost investing and common-sense financial planning. Outside of business hours, he enjoys spending time with his family, traveling, running, biking, playing basketball & softball. He currently volunteers as the President of the Board at Youth For Change, a local non-profit organization. He is also on the Chico Childrens Museum board and the Co-Chair for the annual Enloe Golf Tournament.

About Sweeney & Michel, LLC

As Registered Investment Advisors, its our fiduciary duty to always act in your best interest. If you have a question in your life that involves investing or financial planning, we can help. Our low-cost, common-sense approach is based only on your needs and our in-depth research; free from the bias of proprietary products and the conflict of investment commissions.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?