Sweeny Wealth Advisors

(on renaissance place)
Financial and Investment Services in Toledo, OH
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

6012 Renaissance Place
Toledo, OH
43623

About

At Sweeney Wealth Advisors, helping our clients realized their dreams in our business. Our team is here to help you realize how your dream can become a reality. Through a variety of comprehensive services, Sweeney Wealth Advisors offers turnkey financial strategies that are customized to pursue all of your financial planning needs.
Whether you’ve been working a few years or a lifetime, we offer over a century of financial services experience. By building a relationship with you, your goals, combined with our industry knowledge, achieve your goals may be closer than you think! We look forward to helping each of our clients cross their version of that finish line.

Photos

Sweeny Wealth Advisors Photo Sweeny Wealth Advisors Photo

Services

  • Comprehensive Financial Planning
  • Pre-Retirement Planning
  • Portfolio Management
  • Retirement Planning

Latest

At Sweeney Wealth, our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Do you have a financial roadmap yet? https://hubs.ly/H0v6z7h0
Stay current on the economic landscape and market changes from week-to-week in our weekly #marketupdate: https://hubs.ly/H0v6gJK0 RUSSELLWEALTHMGMT.COM Weekly Market Update | Russell Wealth Management
Finding the middle ground between being "insurance poor" and unprotected requires assessing real needs and choosing products that are affordable. Take a look at different types of insurance products and the role that they can play in a personal financial plan. https://hubs.ly/H0v6ztF0 SWEENEYWEALTHADVISORS.COM Buying Life Insurance: What Kind and How Much?
This year has flown by, today is already the first day of Autumn and we're planning ahead for year's end. Learn more about maximizing the impact of your year-end #charitablegifting. https://hubs.ly/H0v6gJG0 SWEENEYWEALTHADVISORS.COM Year-End Charitable Gifting and You
#MotivationMonday #MindfulMonday #QOTD
Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess your family's needs. #lifeinsurance https://hubs.ly/H0v6zty0
What should you know about working with a financial professional, and how can you prepare for your first meeting? We take a look here: https://hubs.ly/H0xcZ_P0
So how do you create a money mindset to give you the ideal chance of obtaining your financial goals?https://www.sweeneywealthadvisors.com/blog/how-to-develop-a-money-mindset-that-aligns-with-your-goals
#MotivationMonday #QOTD
3 thoughts for #milennials who want to retire one day: https://hubs.li/H0xd7pf0 FORBES.COM 3 Thoughts For Millennials Who Want To Retire One Day
Stay current on the economic landscape and market changes from week-to-week in our #marketupdate: https://hubs.li/H0xd6Nn0 SWEENEYWEALTHADVISORS.COM Market Update | Sweeney Wealth Advisors
The fallout of the COVID-19 pandemic has made the need for a healthy savings account clearer than ever. But how can you set aside funds for a rainy day without stretching your budget beyond its limits? https://hubs.ly/H0xd6Qw0
Stay current on the economic landscape and market changes from week-to-week in our #marketupdate: https://hubs.li/H0xd7pb0 SWEENEYWEALTHADVISORS.COM Market Update | Sweeney Wealth Advisors
Divorce can deal both divorcing spouses one of the biggest financial blows of their lifetimes. Learn more about rebuilding your portfolio after a divorce. https://hubs.li/H0xd1R70
How do the markets usually react to elections? https://hubs.li/H0xd1SC0 SWEENEYWEALTHADVISORS.COM Can Election Results Predict the Market?
#MotivationMonday #QOTD
An often-overlooked factor that impacts the way individuals handle their finances is their level of wealth. https://hubs.li/H0xd1R00 FORBES.COM 7 Mistakes Affluent Investors Make
Stay current on the economic landscape and market changes from week-to-week in our #marketupdate: https://hubs.li/H0xd7p90 SWEENEYWEALTHADVISORS.COM Market Update | Sweeney Wealth Advisors
#MotivationMonday #StayMotivated
Keep it local and help the small businesses in our community thrive. What small businesses are you planning on supporting today?
Happy Thanksgiving! We're thankful for you, our clients!
Are you planning on supporting local businesses on Small Business Saturday? Here are 4 reasons why you should: https://hubs.li/H0z07xV0
Why use a charitable trust? Read here: https://hubs.li/H0y_Vqp0 SWEENEYWEALTHADVISORS.COM Page Not Found | Sweeney Wealth Advisors
#MotivationMonday #StayMotivated
Stay current on the economic landscape and market changes from week-to-week in our #marketupdate: https://hubs.li/H0FFJFK0
Do you have a plan for your #retirement income? https://hubs.li/H0FFL2K0
Friendly reminder - Valentine's Day is in 5 days!
Stay current on the economic landscape and market changes from week-to-week in our #marketupdate: https://hubs.li/H0FFKf20
To avoid a potential late filing penalty, you need to be ready by April 15th. To prepare to file your 2020 income tax return, keep the following tips in mind. https://hubs.li/H0FFQ040
What's your prediction? #GroundhogDay

Information

Company name
Sweeny Wealth Advisors
Category
Financial and Investment Services

FAQs

  • What is the phone number for Sweeny Wealth Advisors in Toledo OH?
    You can reach them at: 419-885-0555. It’s best to call Sweeny Wealth Advisors during business hours.
  • What is the address for Sweeny Wealth Advisors on renaissance place in Toledo?
    Sweeny Wealth Advisors is located at this address: 6012 Renaissance Place Toledo, OH 43623.
  • What are Sweeny Wealth Advisors(Toledo, OH) store hours?
    Sweeny Wealth Advisors store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.