O'Neil Financial

WHO WE ARE

O'Neil Financial is a dedicated team of experienced financial professionals driven by a passion for helping our clients achieve financial security and peace of mind. Since our inception, we have built a legacy of trust and success, serving individuals and families throughout the Metro Detroit area and across the United States for over 65 combined years. Our commitment to personalized service and transparent guidance allows us to develop customized financial plans that meet the unique needs and aspirations of each client.

OUR VALUES

As a family-owned business, our core values are deeply rooted in integrity, honesty, and a genuine desire to empower our clients. We believe in building long-lasting relationships, understanding your financial goals, and working diligently to achieve them. We are committed to providing clear, concise, and comprehensive financial advice, ensuring that our clients feel confident and informed every step of the way.

OUR SERVICES

At O'Neil Financial, we offer a comprehensive suite of services designed to address all facets of your financial well-being. Our expertise spans a range of financial planning disciplines, including:

• Retirement Planning: We help you navigate the complexities of retirement planning, creating a personalized roadmap to ensure a secure and enjoyable retirement lifestyle. From developing a comprehensive plan to managing your retirement assets, we guide you through every stage of this crucial phase.

• Asset Protection: Your hard-earned assets deserve the utmost protection. We develop tailored strategies to safeguard your investments and wealth from unforeseen circumstances, ensuring that your financial legacy endures.

• Investment Management: We provide discretionary investment management services, strategically allocating your assets to achieve your financial objectives. Our team leverages market insights and proven techniques to build diversified portfolios designed to weather economic fluctuations and grow your wealth over time.

• Financial Planning: Our holistic approach to financial planning encompasses all aspects of your financial life - from budgeting and debt management to estate planning and insurance. We provide comprehensive guidance and support, helping you make sound financial decisions that align with your goals and values.

OUR APPROACH

We believe that building strong financial futures requires a personalized touch. We take the time to truly understand your unique circumstances, goals, and aspirations. Through open communication and collaborative planning, we develop customized solutions tailored to your specific needs.

Our philosophy is built on transparency and accountability. We clearly explain our strategies, fees, and performance, ensuring that you are fully informed and comfortable with every aspect of your financial plan.