O'Neil Financial

O'Neil Financial is a financial planner in Allen Park, MI. The firm specializes in asset protection, retirement income products, and comprehensive financial planning services. They serve a private client group with a focus on helping individuals navigate accumulation, income generation, asset protection, and legacy planning. The firm maintains a 5.00 rating based on client reviews.

The team brings over 65 years of combined experience to the retirement planning and asset preservation industry. Operating as fiduciaries, the professionals at O'Neil Financial prioritize building service-based relationships through an approach centered on integrity and personalized care. Their methodology involves getting to know each client's unique needs before designing custom-tailored financial plans. They utilize advanced tools, such as Riskalyze, to help clients analyze their risk tolerance and align their portfolios with their specific financial goals and expectations.

Located on Allen Rd, the office is a short distance from the Allen Park Public Library and Pretty Family Park. The business is situated near the Allen Park Health Center and Community Park.

O'Neil Financial is known for its commitment to client interests and its dedication to providing thorough, knowledgeable, and honest service. With a history of serving over 300 satisfied clients, the firm stands out for its focus on long-term relationship building and its pursuit of excellence in financial education and planning.

O'Neil Financial provides dependable, integrity-based financial solutions for residents and individuals throughout the Allen Park area.