Sweeney Financial Management (SFM), LLC
www.sfmllc.netSFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets. Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you. SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
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SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets. Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you. SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
Read moreCountry
State
New Hampshire
City (Headquarters)
Manchester
Industry
Employees
1-10
Founded
1998
Estimated Revenue
$5,000,000 to $10,000,000
Social
Employees statistics
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Financial Planner / Wealth Manager ★ Cfp ★ Fee - Only Registered Investment Advisor
Email ****** @****.comPhone (***) ****-****Wealth Advisor
Email ****** @****.comPhone (***) ****-****Wealth Advisor
Email ****** @****.comPhone (***) ****-****Advisor
Email ****** @****.comPhone (***) ****-****
Technologies
(18)