O'neil Financial

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 7:00 am - 5:00 pm

Tomorrow: 7:00 am - 5:00 pm

(313) 389-2255Call Visit WebsiteVisit Website Map & DirectionsDirections7608 Allen RdAllen Park, MI 48101 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	7:00 am - 5:00 pm

Places Near Allen Park with Financial Planning Consultants

Lincoln Park (3 miles)
Taylor (5 miles)
Southgate (5 miles)
Wyandotte (7 miles)
Dearborn (8 miles)
Inkster (9 miles)
Dearborn Heights (10 miles)
Garden City (12 miles)
Trenton (13 miles)
Wayne (14 miles)

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Email

Extra Phones

Phone: (313) 656-6555

Fax: (313) 389-4602

TollFree: (800) 353-7114

Neighborhood

AKA

Ally Financial

Oneil William J Fincl

Other Links

http://ally.com

http://oneilfinancial.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (313) 389-2255

Address: 7608 Allen Rd, Allen Park, MI 48101

Website: http://ally.com

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O'neil Financial

Tax Planning
Charitable Giving
You've recently received a substantial inheritance or sold a business and need help managing this significant change in your financial situation. You're looking for an advisor who can reassess your financial plans, provide investment management, and offer guidance on charitable giving or estate planning, if necessary.
Estate Taxes
Tax Services
Roth IRA
Bill and his team guided us through the process of establishing ROTH IRAs and 401K conversions from my previous company, and the results have been outstanding. The financial options presented, and the in-depth information provided allowed Peggy and I to make difficult decisions regarding our financial future. Bill’s ingenuity and knowledge of the markets have helped secure our future for many years to come.
Income Tax
In this seminar you will learn how to protect your hard-earned money from inflation, income taxes, market downturns and erosion due to possible long-term care needs while seeking maximization of your income and gain more equity from your investments.

Investment Management
Mutual Funds
Looking to grow assets with a legacy focus? We can explore multiple investment options such as mutual funds, ETFs, or individual stocks and bonds. Alternatively, consider real estate investments or even peer-to-peer lending platforms for potentially higher returns. Each option carries its own risk and potential reward, so balancing them based on your comfort level is essential.
Bonds
Wealth Management
Our experts specialize in investment advice, retirement planning, and comprehensive wealth management. Our team’s blend of deep knowledge, diverse experiences, and relentless commitment to client success makes us a trusted partner in managing your financial future.
Money Market Funds
Short term bond funds could also be an option. These funds invest in bonds that mature in a short period, typically one to three years. They generally offer higher yields than money market funds or high-yield savings accounts but come with slightly higher volatility. Still, they provide a good balance of return and liquidity, allowing investors to withdraw funds relatively quickly if needed.

Accounting Services
Payroll Services

Financial Planning
William J. O’Neil, the founder of O’Neil Financial, is a well known financial planner and financial educator in the Metro Detroit area. “Bill”, as known by family and friends, has been providing financial planning strategies, tips, and techniques to his clients for over 43 years.
Retirement Planning
For retirement planning, Buffered ETFs can be an appealing choice for those who want to have equity-linked exposure to major US and International equity indices while carrying a degree of protection to help against market downturns. However, it’s essential to understand both the benefits and limitations of these products as they may not be suitable for everyone.
Annuities
If the idea of growing your savings while having some protection against downturns appeals to you, consider Buffered ETFs, Fixed Indexed Annuities (FIAs), or perhaps structured notes. They provide a way to invest in market indices with a layer of downside protection. A blend of opportunity and security.
Long Term Care
Asset Management
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.
College Funding
To maximize effectiveness, we offer educational seminars to specific target audiences such as college planning, estate planning, insurance planning, retirement planning and other topics at various times of the year. This provides us the opportunity to tailor the content directly to your needs. In general we offer educational financial seminars to a target audience of age 65 or older in the retirement “red zone”.
Asset Protection
O'Neil Financial is a financial services company that specializes in asset protection and retirement income products and services. Mark O'Neil is the principal owner of O'Neil Insurance Agency, LLC d/b/a O'Neil Financial. O’Neil Financial only offers insurance products and services in states where licensed to do so. Annuities contain features, exclusions, limitations and availability that may vary by state and/or insurance provider. For a full explanation of an annuity, please contact your financial professional or the insurance company for all costs and complete details, as well as a brochure or prospectus (where applicable). This material is a general description intended for general public use. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by state and the issuer.

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