O’Neill Financial Management, Inc. is a leading financial management firm that provides expert guidance and support to clients looking to achieve their financial goals. With a team of knowledgeable and experienced advisors, O’Neill Financial Management, Inc. offers a range of services to help clients navigate the complex world of personal finance.
How does the advisor help clients – Key Takeaways:
- Expert guidance: The advisors at O’Neill Financial Management, Inc. have a deep understanding of the financial industry and can provide clients with expert guidance on a variety of financial matters.
- Tailored strategies: Every client is unique, and O’Neill Financial Management, Inc. recognizes this by creating personalized strategies that are tailored to each individual’s specific financial needs and goals.
- Continued support: O’Neill Financial Management, Inc. is committed to providing ongoing support and guidance to clients as they work towards achieving their financial goals.
Facts and Insights
O’Neill Financial Management, Inc. has been in business for over 20 years and has a team of over 50 advisors who are dedicated to helping clients achieve financial success. In the past year, the firm has managed over $1 billion in assets for clients across the country.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 50+ | Over 20 years |
Financial Services Offered
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
Client Types
O’Neill Financial Management, Inc. works with a diverse group of clients, including individuals, families, and businesses. The firm’s advisors have the expertise and knowledge to assist clients at any stage of their financial journey, from saving for retirement to planning for the future.
Fees & Compensation
O’Neill Financial Management, Inc. charges clients a fee based on a percentage of their assets under management. This fee structure aligns the interests of the firm with those of the client, as the advisor’s compensation is tied to the performance of the client’s investments.
Background
O’Neill Financial Management, Inc. was founded by John O’Neill in 1999 with the goal of providing top-notch financial advice and support to clients. Mr. O’Neill has extensive experience in the financial industry and is a highly respected and sought-after advisor.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise when working with a financial advisor. O’Neill Financial Management, Inc. has a strict policy of transparency and fully discloses any potential conflicts or fees to clients so they can make informed decisions about their finances.