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. Bill and Mark work together as a
team. We brainstorm, collaborate, and exchange our
thoughts to deliver one great financial plan that is custom
tailored to fit your unique situation. We work with
you to ensure that your plan is successfully implemented
from beginning to end. Also, we encourage you to meet with us
frequently, so we can monitor the progress of the plan and
make changes as needed.
The Father
William
J. O'Neil started O'Neil Financial over 25 years ago.
He brings a tremendous amount of education and
professional qualities to the financial planning table.
Yet if you were to ask any of his clients what is the
most important trait Bill had to offer before choosing
to work with him they would say it was his integrity.
Bill will be the first to tell you that finding a
financial planner that you can trust and feel
comfortable working with should be your #1 priority.
Bill O'Neil is
a well known, reputable, and highly regarded financial
planner throughout the community. He works diligently
with his son, Mark, on each and every client they come in
contact with to protect the reputation and integrity of the
firm. As one of our clients, you will enjoy the same level
of confidence and satisfaction that is shared amongst all of our investors.
Mark
O'Neil
started his financial planning career with O'Neil Financial over
5 years ago. He has been a tremendous addition to
the firm, bringing numerous skills in financial
planning, technology, and communications. Mark
earned
a specialty degree in "financial markets and investments"
from Wayne State University.
His broad based knowledge and experience in the financial
field has
been an instrumental factor in the continued growth and
success of the firm.
Mark has a real passion for what he does. He enjoys
being able to help people achieve the goals and dreams they
have worked so hard to attain. With each new client,
carrying their own unique set of needs and requirements, Mark is always up for the challenge
on helping his clients determine the best financial route.
Working with a father and son financial planning team has a
multitude of
benefits. On one side, you have Bill, who has
been a successful financial planner for over 25 years.
Bill is the seasoned, experienced, "been around the block" (if
you will) person at O'Neil Financial. He has built a solid
reputation for himself, and O'Neil Financial, as a trustworthy
place to invest and gain advanced knowledge on financial
planning strategies and concepts.
On the other
side, you have Mark, who brings the "new age" theory of
financial planning and portfolio management to the firm.
Mark also brings the latest technological advances, and
determines how they can be used to further the
communications ability of the firm, as well as deliver
better research and financial analysis for their clients.
Between the
two of them, Bill and Mark have over 30 years of combined
financial planning experience, as well as individually
unique skills and capabilities. Choosing to use
their services to advance your personal financial freedom
may be the best decision you may ever make.
Securities and advisory services are offered
through Multi-Financial
Securities Corporation, member FINRA/SIPC, an
ING Company.
O'Neil Financial is not affiliated with Multi-Financial Securities Corporation
or ING. Investment products and advisory services
from these registered representative(s) available only to residents of California (CA), Florida (FL),
Illinois (IL),
Maryland (MD), Michigan (MI), and Wisconsin (WI).
