William J. O'Neil

William J. O'Neil is a well known financial planner and financial educator in the Metro Detroit area. Bill has been providing financial planning strategies, tips, and techniques to his clients for over 25 years.

He has developed a specialty in advising retirees and pre-retirees on the proper methods of investing for and during retirement. His years of successful financial planning experience have helped many investors prepare their finances properly to avoid the possibility of running out of money in their golden years. Bill has helped people minimize their taxes by as much as 50%, avoid taxes on social security income and estate taxes, as well as protect their portfolios from major stock market volatility. However, William is not registered to discuss or advise on stocks.

Bill enjoys teaching retirees, pre-retirees, and other investors how to plan their finances successfully for a more secure retirement. His seminars have been attended by thousands of Michigan residents over the past several years. Bill and his son Mark work extremely hard at keeping their seminar presentation current and up to date on all the most important and challenging issues facing retirees today. For years people have enjoyed and appreciated the knowledge that Bill and Mark's financial planning seminar provides regardless of whether or not O'Neil Financial will be the right fit for their financial needs. We understand and even insist that a relationship is built with each and every client before decisions are made about their future.

Of course the seminars are free to attend for your enjoyment, and there is no obligation whatsoever. If you would like to learn more information on upcoming seminars, the topics to be discussed, or seminar dates and locations, then click here.


The Benefits of Working with William J. O'Neil

William J. O'Neil is a graduate from the school of business at Eastern Michigan University. He is highly regarded throughout the community as an honest, integrity-based financial planner. His 25 years of experience in the financial services industry has been built on the foundation of putting the client's interests first. Bill always goes that extra mile to make sure that his clients are happy.

William J. O'Neil and Mark 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 William J. O'Neil and O'Neil Financial.

If you would like to sit down with the O'Neil's to discuss your finances, then click here for a free consultation.