Sweeney Financial Services is an independent, full-service financial planning firm dedicated to helping clients achieve their financial goals. They focus on building long-term, trusted relationships through a process of objective, independent, and comprehensive financial planning. Their services cover retirement planning, investment management, estate planning, and insurance solutions, all tailored to the individual needs of their clients. The firm operates in affiliation with Raymond James Financial Services, Inc. to leverage the resources of a large national company while maintaining their independence.

Founded in

Australia