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.

The white exterior of Orleans Town Hall, built in 1873.

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.

Newsletters

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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More Newsletters

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators