David O’Neil
Office: 315-287-0569
Star Lake
4091 State Highway 3
Star Lake, NY 13690
- T: 315-848-3344
- F: 315-848-2237
Harrisville
14216 State Street
Harrisville, NY 13648
- T: 315-543-2678
- F: 315-543-2238
Gouverneur
100 East Main Street
Gouverneur, NY 13642
- T: 315-287-2300
- F: 315-287-2479
Watertown (Washington Street)
216 Washington Street
Watertown, NY 13601
- T: 315-788-4503
- F: 315-788-7956
Old Forge
3102 State Route 28
Old Forge, NY 13420
- T: 315-369-2764
- F: 315-369-2587
Boonville (Main Street)
101 Main Street
Boonville, NY 13309
- T: 315-942-4460
- F: 315-942-2592
Lyons Falls
4116 Center Street
Lyons Falls, NY 13368
- T: 315-348-8431
- F: 315-348-5150
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
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit