David O'Neil
Financial Consultant
Phone: 315-942-4460
Ever wonder what the right Financial Consultant could do for your financial future?
Dave O’Neil is ready to help find the answers to all your financial questions. Dave offers comprehensive Financial Planning to individuals, small business owners, non-profit organizations as well as corporations. Specific areas of expertise include: Retirement Planning (IRAs, Simple/Sep Plans, 401(k)s and 403(b)s), Estate Planning, College Education Savings Plans, Business Succession Planning, and Insurance Planning (Life, Disability, Long Term Care and Group Insurance).
Dave earned a Bachelor’s Degree in Business Administration with an emphasis in Finance from Alfred University. Dave was a successful small business owner. As a North Country native, he has good insight as to what the needs and goals consist of for area residents and businesses. He is an active member of the community as a member of the Knights of Columbus, Kiwanis, and his church. He and his wife, Tina, are quite active in youth sports with three of their own children playing sports year around.
As Dave states “I really enjoy my work. It is both exciting and rewarding to help my clients make good sound investment decisions. My goal is to offer quality, yet competitively priced, Financial Products and superior service.” Please visit or call Dave at any of these Community Bank, N.A. offices:
Boonville • Gouverneur • Lyons Falls • Harrisville • Star Lake •
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Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Community Investment Services Inc, Community Bank N.A. or First Liberty Bank & Trust or First Liberty Investment Services Inc.. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank * may lose value.
This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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