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