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EVENT HAS PASSED: All you Need to Know about the New Tax Reform

Complimentary Workshop! Join Sweet Financial Services for a Tax Planning Workshop on Wednesday, October 24th at the Holiday Inn, Fairmont, featuring guest speaker Christopher P. Hennessey.  Mr. … Read more

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THIS EVENT HAS PASSED Renee` Rongen ~ Lipstick, Laughter & Life!

Complimentary & NOW Open to the public!! Ladies, grab your girlfriends, your sisters, your moms and daughters! You don’t want to miss Renee`, she will … Read more

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All Investors Are Consumers, But Not All Consumers Are Investors

The Markets The September installment of University of Michigan’s Consumer Sentiment Survey reported Americans are feeling pretty optimistic. Consumer sentiment rose to the second highest … Read more

Fairmont Opera House The Sweet Show

EVENT HAS PASSED: Get Ready to Rock With Us on Labor Day!

This Labor Day weekend, join Sweet Financial Services of Fairmont and Jackson and the Fairmont Opera House for a world-class rock event!  On August 31st, The … Read more

Sweet Life Digest Summer

The “Sweet Life” Digest: Summer 2018

Finally Summer!!  Read all about what we’ve been up to and how we are working to make your experience with us, just a little bit … Read more

Advisor Magazine Feature

Sweet Financial Featured in May 2018 Edition of “Advisors Magazine”!

by Jane Meggitt, “Advisors Magazine” (May, 2018, pages 54-56 Read Online Here) A HOLISTIC APPROACH TO MONEY MANAGEMENT Diving Deep into Client Goals and Dreams … Read more

Slott 2018

Oliver Kollofski Completes Advanced Training from America’s IRA Experts

Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Oliver Kollofski, … Read more

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The “Sweet Life” Digest: Winter 2018

It’s finally here: The first Newsletter of 2018! Read all about what we’ve been up to and how we are working to make your experience … Read more

Forbes Best In State

Sweet Financial Services has been ranked #5 on the Forbes Best-in-State Wealth Advisor list!*

Raymond James Financial Services is proud to announce that their very own Bryan J. Sweet ChFC® of Sweet Financial Services has been ranked #5 on … Read more

Elite Wealth Advisor Symposium

Bryan Co-Hosts Elite Wealth Advisor Symposium in Miami

Bryan has a passion for helping his clients, team and colleagues to think big – helping people realize their biggest potential.  It is because of … Read more

Tax tips before filing

Double-Check Before Filing Your IRS Return

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. … Read more

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Sweet Financial Services Celebrates the 20th Anniversary of the Roth IRA

This January marks the 20th anniversary of the Roth IRA. First made available to American investors in January of 1998, a Roth IRA is an … Read more