Steve Stokes

Advisor at Sweeney Financial Management - Manchester, NH, US

Steve Stokes's Colleagues at Sweeney Financial Management
Christopher June

Financial Planner / Wealth Manager ★ CFP® ★ Fee-Only Registered Investment Advisor

Contact Christopher June

Janice Cook

Compliance Administrator

Contact Janice Cook

Steve Stokes's Contact Details
HQ
603-625-8400
Location
New London, New Hampshire, United States
Company
Sweeney Financial Management
Steve Stokes's Company Details
Sweeney Financial Management logo, Sweeney Financial Management contact details

Sweeney Financial Management

Manchester, NH, US • 5 - 9 Employees
Financial Services

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families'​ assets.Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

Fee-only Financial Services
Details about Sweeney Financial Management
Frequently Asked Questions about Steve Stokes
Steve Stokes currently works for Sweeney Financial Management.
Steve Stokes's role at Sweeney Financial Management is Advisor.
Steve Stokes's email address is ***@sfmllc.net. To view Steve Stokes's full email address, please signup to ConnectPlex.
Steve Stokes works in the Financial Services industry.
Steve Stokes's colleagues at Sweeney Financial Management are Christopher June, Sam Graham, David Snyder, Glenn Sweeney, Janice Cook and others.
Steve Stokes's phone number is 603-625-8400
See more information about Steve Stokes