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Reviews for SFM Sweeney Financial Management
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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.
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