Sean Wilhelmy

WORK HISTORY

EDUCATION

ABOUT SEAN WILHELMY

Sweeney Kovar provides a full array of CPA services and comprehensive financial planning. Our goal is to be our clients one trusted source by.Serving select business owners, retirees, and their families.Providing independent and objective tax and investment strategies.Delivering financial peace of mind and the ability to retire with dignity and independence.Enabling our clients to keep the important promises they make to their loved ones. Specialties: Tax planning, Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Insurance Analysis. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site. I have turned off your viewing ability to my recommendation and endorsement features, because FINRA regulations prohibit the use of client testimonials. Thank you for your generous recommendations and endorsements. Even though they aren\'t posted for your viewing, know that I have received them all. For more information, visit: