David O’Neil

Office: 315-287-0569

Star Lake
4091 State Highway 3
Star Lake, NY 13690

Harrisville
14216 State Street
Harrisville, NY 13648

Gouverneur
100 East Main Street
Gouverneur, NY 13642

Watertown (Washington Street)
216 Washington Street
Watertown, NY 13601

Old Forge
3102 State Route 28
Old Forge, NY 13420

Boonville (Main Street)
101 Main Street
Boonville, NY 13309

Lyons Falls
4116 Center Street
Lyons Falls, NY 13368

Bio

Dave O’Neil, an Accredited Investment Fiduciary, offers comprehensive financial planning to individuals, business owners, non-profit organizations, small businesses as well as corporations. He offers both fee based advisory accounts as well as transactional based accounts through LPL Financial.

Dave, a lifelong resident of Northern NY has several years of experience as a Financial Consultant, and holds a Bachelor’s Degree in Business Administration with an emphasis in Finance from Alfred University. He currently holds both a Series 7 and Series 66 securities registrations with LPL as well as a NYS Life, Accident and Health Insurance Agent license.

Dave works with a team of highly skilled individuals at Community Investment Services to provide financial services that include: 

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Investment Planning
  • Insurance Services
Dave Oneil

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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