Confidentiality is our commitment

There are few issues that are more personal or emotional than finances. Providing clients with personalized financial planning and investment management means we need to collect relevant financial information. Sweeney & Michel, LLC has the responsibility of safeguarding our client's personal and financial information, and are committed to maintaining the trust and confidence of those clients.

It is important to us that our clients understand how we protect their privacy when we collect and use information, and the measures we take to safeguard it. Our privacy policy was designed to protect our clients as we provide them with a personalized, high level of service. Keeping customer information secure and private is a priority for our firm.