OG Private Wealth

“There’s no greater display of confidence we receive from our clients than when they refer us to a friend or family member. Thank you for the many referrals over the years!” We are dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses. Simply put, we strive to be our client’s trusted advisor. As your trusted advisor, we sit with you at the planning table along with attorneys, accountants, insurance specialists and many other professionals to bring you a comprehensive financial plan. Liberty Bell Financial Group's advisors aim to do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

Sweeney & Michel LLC is a financial planning and investment management team based in Chico, CA, dedicated to simplifying complex financial matters for their clients. With a team of experienced financial advisors and Certified Financial Planners, they prioritize the best interests of their clients by offering fee-only services and avoiding conflicts of interest. As a registered investment advisor, Sweeney & Michel LLC operates as fiduciaries, providing personalized planning and investment recommendations without the pressure to sell proprietary products for commissions. Their transparent fee-based approach, with no trading costs or minimums, allows for greater savings to be passed along to clients, ensuring a cost-effective and client-focused experience. Generated from the website

Altum Wealth Advisors is an independent investment advisory firm based in Chico, CA, providing comprehensive wealth management and financial planning services to individuals, families, business owners, and entrepreneurs throughout Northern California. They offer customized financial plans and cost-effective portfolios based on academic research, prioritizing their clients' interests and long-term goals. With a team of CERTIFIED FINANCIAL PLANNER professionals, Altum Wealth Advisors focuses on retirement planning, wealth management, asset management, estate services, and qualified plan services. They also specialize in serving the unique perspectives and financial needs of independent women and entrepreneurs, as well as offering sustainable investing options that align with clients' values and goals.Generated from the website