David O’Neil

VP, AIF®, Financial Consultant
david.oneil@communityinvestmentservices.com
315-287-0569

100 East Main Street
Gouverneur, NY 13642
T: 315-287-2300
F: 315-287-2479

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 network of highly skilled individuals at Community Investment Services to provide financial services that include:

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