Patrick M Sweeney & Associates, Inc. was formed in 2001 to service clients looking to better navigate their financial paths. Our approach is to offer straightforward advice and a simplified financial plan. The success of our firm has predominately been built on referrals. We are grateful for the trust clients have exhibited in us over the years.
Each individual or family starts with a financial plan which is used as a roadmap to create and manage wealth. Our goal is to have successful clients. We will not sell you any products generating commission income.
Here's what to expect:
- A client specific written financial plan
- A straightforward, tax efficient, diversified portfolio
- Low advisory fees
- Long-Term investment solutions
- A well trained financial counselor at your disposal
- Tax Planning Services
- Tax preparation services
- A Fiduciary working for you