Sweeney Wealth

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

6012 Renaissance Pl Ste C, Toledo, Ohio,...

Phone Number

(419) 885-0555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Sweeney Wealth

Sweeney Wealth Advisors specializes in comprehensive financial planning, retirement planning, and portfolio management, offering customized strategies to help clients achieve their financial goals. With over a century of combined experience, their team builds strong relationships with clients to tailor financial plans that adapt to life's changes. They cater to individuals at various stages of their financial journey, from pre-retirement to seasoned investors. The firm is dedicated to guiding clients through the complexities of investment planning and retirement strategies.Explore more
Sweeney Wealth's Social MediaPopular SearchesSweeney WealthSweeney Wealth AdvisorsWww SweeneywealthadvisorsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sweeney Wealth

<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
11-50
Private
-
2014
VH
Valerie HarrisonInvestment Executive
<$5M
1-10
Private
-
2002
CD
Charlotte DawesManaging Member and President
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1962
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sweeney Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sweeney Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sweeney Wealth.

Sweeney Wealth Tech Stack

A closer look at the technologies used by Sweeney Wealth

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Frequently Asked Questions Regarding Sweeney Wealth

What is Sweeney Wealth's official website?
Sweeney Wealth's official website is www.sweeneywealthadvisors.com
What is Sweeney Wealth's Revenue?
Sweeney Wealth's revenue is <$5 Million
What is Sweeney Wealth's SIC code?
Sweeney Wealth's SIC: 62,628
What is Sweeney Wealth's NAICS code?
Sweeney Wealth's NAICS: 52,523
How many employees does Sweeney Wealth have?
Sweeney Wealth has 1-10 employees
What industry does Sweeney Wealth belong to?
Sweeney Wealth is in the industry of: Finance, Securities Trading
What is Sweeney Wealth competition?
Sweeney Wealth top competitors include: Mundi Financial, Anchor Wealth Management Group, 1776 Financial, Dawes Wealth Management
What technology does Sweeney Wealth use?
Some of the popular technologies that Sweeney Wealth uses are: Cloudflare Website Optimization, Ceros, Proofpoint, HubSpot
How do I contact Sweeney Wealth?
Sweeney Wealth contact info: Phone number: (419) 885-0555 Website: www.sweeneywealthadvisors.com
What does Sweeney Wealth do?

Sweeney Wealth Advisors specializes in comprehensive financial planning, retirement planning, and portfolio management, offering customized strategies to help clients achieve their financial goals. With over a century of combined experience, their team builds strong relationships with clients to tailor financial plans that adapt to life's changes.... They cater to individuals at various stages of their financial journey, from pre-retirement to seasoned investors. The firm is dedicated to guiding clients through the complexities of investment planning and retirement strategies.Read More

What are Sweeney Wealth social media links?
Sweeney Wealth Twitter page Sweeney Wealth Facebook page
Is Sweeney Wealth a public company?
Sweeney Wealth is private company therefore does not currently have an official ticker symbol
See more information about Sweeney Wealth

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