O'Neil Financial is a full service financial services firm serving clients throughout the Metro Detroit area as well as clients throughout the United States. Our main focus is building strong, service based relationships with our clients. We focus our efforts into designing sound, financial plans that are custom tailored to fit our clients' unique and individualized needs.
Delivering "integrity based" financial planning solutions is our #1 priority. Choosing a qualified and trustworthy financial planner could possibly be the most significant investment decision you will ever make in your lifetime. Therefore, we appreciate you taking the time to find the right financial planner(s) to help you achieve the dreams and goals you have worked so hard to attain.
Delivering "integrity based" financial planning solutions is our #1 priority. Choosing a qualified and trustworthy financial planner could possibly be the most significant investment decision you will ever make in your lifetime. Therefore, we appreciate you taking the time to find the right financial planner(s) to help you achieve the dreams and goals you have worked so hard to attain.
Services
At O'Neil Financial, we have developed a unique and detailed approach to investment planning and money management. We do not just build our clients a portfolio and tell them to "hang tight" for 5 to 7 years and expect them to do well. We actually monitor the performance of your accounts weekly, while paying really close attention to the performance of all asset classes and related benchmarks.
If you have been giving some thought to sitting down with a qualified financial planner to have your finances professionally reviewed, or if you are just looking for a second opinion on the investments you currently have, then consider taking advantage of our free consultation. In your initial free consultation we will do a complete analysis of your current financial situation.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Imagine the power of having two qualified financial planners working together to design a customized financial plan for you. They always say that two minds are better than one. But what about having two minds for the price of one? When you work with O'Neil Financial, that is exactly what you will get.
William J. O'Neil is a well known financial planner and financial educator in the Metro Detroit area. Bill has been providing financial planning strategies, tips, and techniques to his clients for over 35 years. He has developed a specialty in advising retirees and pre-retirees on the proper methods of investing for and during retirement.
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Maureen Stauder
Jul 16, 2017
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