Joe Sweeney (CFP®)
Joe Sweeney focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Divorce Planning
Planning Specialties
Complete Financial Planning and Investment Management for any stage of life. We are a fee-only fiduciary firm with below industry average costs.Additional Information
Joe Sweeney decided to open an RIA and move away from the broker-dealer and commissions-based model in 2016 with his Partner, Renee Michel. Together they started Sweeney & Michel LLC to cut out the middle man and better serve their clients.NAPFA Start Date
June 04, 2021