PATRICK M. SWEENEY & ASSOCIATES, INC.
Founded in 2001, PATRICK M. SWEENEY & ASSOCIATES, INC. is a reputable financial services firm that provides expert guidance and advice to clients seeking to achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm has established itself as a trusted resource for individuals, families, and businesses in need of financial planning and wealth management services.
How does the advisor help clients – Key Takeaways:
– Offers personalized and comprehensive financial planning tailored to each client’s unique needs and goals
– Provides investment management services to help grow and protect clients’ assets
– Offers guidance on retirement planning, estate planning, and tax planning to help clients achieve their financial objectives
– Regularly reviews and adjusts clients’ financial plans to ensure they remain on track
Facts and Insights
The success of PATRICK M. SWEENEY & ASSOCIATES, INC. can be attributed to its commitment to providing high-quality and personalized financial services to clients. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
PATRICK M. SWEENEY & ASSOCIATES, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
PATRICK M. SWEENEY & ASSOCIATES, INC. is a fee-based firm, which means that clients pay a percentage of their assets under management as a fee for the firm’s services. The exact fee structure may vary depending on the services rendered and the complexity of each client’s financial situation.
Background
The founder of PATRICK M. SWEENEY & ASSOCIATES, INC., Patrick M. Sweeney, has over 30 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which is recognized as the standard of excellence in the financial planning profession. Under his leadership, the firm has grown into a well-respected and successful financial services firm.
Financial Advisor Disclosures to Know
PATRICK M. SWEENEY & ASSOCIATES, INC. operates with the highest level of integrity and transparency. As required by law, the firm provides clients with all necessary disclosures, including a Form ADV, which outlines its business practices, fee structure, and any potential conflicts of interest.
Whether you are looking to start a retirement plan, grow your wealth, or protect your assets, PATRICK M. SWEENEY & ASSOCIATES, INC. has the expertise and resources to help you achieve your financial objectives. Contact the firm today to schedule a consultation with one of their experienced advisors.