Heather R. O'Neill,  CFP<sup>&reg;</sup> - Financial Advisor

Heather R. O'Neill, CFP®

ChFC

40900 Woodward Ave, Ste 330
Bloomfield Hills, MI 48304-2258
(248) 540-3829

General

Heather O'Neill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Bloomfield Hills, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources