Over the last 25 years, Thomas O’Neill & Associates Inc. has developed a strong reputation in financial planning, insurance consulting, and group benefits. We endeavor to offer a comprehensive range of financial services, including the management of individual insurance plans and investment portfolios; the development of executive benefits plans and corporate buy/sell agreements; and the administration of group benefits/retirement plans.

Using a holistic approach, we take into consideration all aspects of our clients’ financial pictures, both corporate and personal, to develop a recommended mix of financial strategies customized to their specific needs. At Thomas O’Neill & Associates, we are committed to building lasting relationships with our clients, reviewing their plans regularly to make certain that their needs continue to be met.

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