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Mark O’Neil

Mark O’Neil is a well known financial planner and financial educator in the Metro Detroit area. He has been successfully consulting clients on how to improve their financial positions for over 22 years.

Mark maintains and manages his own client base, as well as co-manages assets with his father. Together, they make a fantastic team. Mark and Bill work diligently on their client files to maintain the investment style and implementation strategies of their clients’ original financial plan.

Since joining his father at O’Neil Financial, the firm has grown rapidly and their client base continues to increase as new investors make the switch to O’Neil Financial, and loyal investors continue to feel comfortable referring their family and friends.

Financial Advisor, CFS®, CRPC®, NSSA®

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.

Mark is a graduate from the Wayne State University School of Business with a core concentration in financial markets and investments. He is also a Certified Fund Specialist (CFS®) through the Institute of Business and Finance, and a Chartered Retirement Planning Counselor (CRPC®) through the College for Financial Planning.

In addition, Mark holds the only accredited Social Security designation available to the financial advisory community. As a *National Social Security Advisor (NSSA®), Mark is well versed in the complexities of the Social Security Program. He enjoys the challenge of helping each and every client maximize their social security benefits, and has a knack for breaking terms down into plain English so you can make an informed decision.

Mark, his dad Bill, Bill's 11 siblings and their families

Mark’s main objective when working with his clients is to overturn the naturally cumbersome, boring issue of financial planning and turning it into a fun, enjoyable and motivating experience. Mark is there every step of the way to make sure his clients are happy. He is extremely passionate about what he does for a living and wants to pass on every bit of knowledge he can to each client and make a measurable, positive difference in their lives.

*Mark O’Neil is not affiliated with, connected to, or endorsed by the Social Security Administration and does not provide tax or legal advice.

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Benefits of Working with Mark

Mark O’Neil is a graduate from the school of business at Wayne State University. His education and degree have played an important role in supporting Mark’s financial advisory and planning practice. Mark recognized early in his career his college career that most universities only offered degrees in corporate finance, which was the instrumental decision for him attending Wayne State and earning the degree that he did.

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 Mark R. 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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