O’Neil Wealth Services, LLC
41 GARDNER WAY
HANOVER, MA 02339
Phone:
339-469-1808
Fax:
339-400-2330
E-mail:
Welcome to O’Neil Wealth Services, LLC
We are a full-service company specializing in retirement planning, asset growth and capital preservation. As your personal financial professionals, we can:
- Simplify investment planning
- Clarify and define goals
- Recommend investment solutions to fit your needs
- Deliver timely information and service
- Explain how changing financial conditions affect you
- Monitor your financial progress
Feel free to browse our site. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 339-469-1808 or e-mail us. We look forward to talking with you.
Keeping Your Assets Safe, Secure, Protected
We work with RBC Correspondent Services to process securities transactions and custody all client brokerage accounts. RBC is owned by Royal Bank of Canada and is one of the largest securities firms in the US. We couple our recommendations and advice with RBC's four layers of protection: Fiscal Stewardship, SEC Requirements, SIPC Insurance, and excess SIPC protection. We view the protection of your assets as the highest priority.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.