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William J. O'Neil

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.

Financial Advisor, CFS®, CRPC®

He has developed a specialty in advising retirees and pre-retirees on the proper methods of investing for and during retirement. His years of 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.

He 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 many retirees and pre-retirees throughout the state of Michigan over the past four decades.

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. This includes sharing a story or two about the important people in your life such as spouse, children, grand kids, parents, siblings, friends, etc.

Bill, wife Mary, son Cory, daughter-in-law Bobbi Jo and grand kids after Cabrini Alumni Hockey Game Jan. 22, 2022.

Benefits of Working with Bill

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 40+ 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.

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O’Neil Financial specializes in asset protection, financial planning, and retirement planning services. We have been serving hundreds of clients throughout the Metro Detroit area and throughout the United States for over 65 years combined.

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.

Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Mark O’Neil, William J. O’Neil, of FAN Advisors and are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and O’Neil Insurance Agency d/b/a O’Neil Financial are independently owned and operated.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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