Mark O'Neil is a well known financial planner and financial
educator in the Metro Detroit area. He has been
successfully consulting clients on how to improve their
financial positions for over 5 years.
Mark
specializes in the financial research and analysis area
for the firm. He pays extremely close attention to
the financial markets and the changes that occur daily
in the economic climate, government, interest rates,
earnings reports, and investment offerings. Mark is primarily responsible for the
asset allocation selection, and management for the
various asset classes and investment categories for the
O'Neil Financial client base.
Mark maintains
and manages his own client base, as well as co-manages
assets with his father. Together, they make a
fantastic team. Mark and Bill work diligently on their
client files to maintain the investment style and
implementation strategies of their clients' original
financial plan.
In just the few short years that Mark has joined his father and
O'Neil Financial, the firm has grown rapidly and their
client base continues to increase as new investors make the
switch to O'Neil Financial, and loyal investors continue to
feel comfortable referring their family and friends.
The Benefits
of Working with Mark O'Neil
Mark O’Neil is a graduate from the
school of business at Wayne State University. He holds
a finance degree with a core concentration in "Financial
Markets and Investments." His education and degree are
both unique to the financial services and financial planning
profession. Mark recognized early in his
college career that most universities only offered degrees
in corporate finance, which was the instrumental decision
for him attending Wayne State and earning the specialized
degree that he did.
Mark's main
objective when working with his clients is to overturn the
naturally cumbersome, boring issue of financial planning and
turning it into a fun, enjoyable and motivating experience.
Mark is there every step of the way to make sure his clients
are happy. He is extremely passionate about what he
does for a living and wants to pass on every bit of
knowledge he can to each client and make a measurable,
positive difference in their lives.
Mark O'Neil and
William J. O'Neil are a father and son
financial planning team. Their clients not only enjoy
the thought of having two minds working for them, but also
the fact that their values, morals, and integrity are shared
when recommending their thoughts and financial strategies to
the client. If you are looking for a highly regarded
financial services professional, then consider choosing
Mark
O'Neil and O'Neil Financial.
If you would like to sit down
with the O'Neil's to discuss your finances, then
click herefor a free consultation.
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).
