O'Neill Asset Management LLC

Andrew O'Neill

- Financial Advisor -

About Me Video

About Me

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ANDREW IS AN INDEPENDENT INVESTMENT ADVISOR REPRESENTATIVE OF GRADIENT SECURITIES, LLC. DBA GRADIENT WEALTH MANAGEMENT, AN SEC REGISTERED INVESTMENT ADVISOR, SERVING CUSTOMERS IN MICHIGAN. IN ADDITION, ANDREW IS A REGISTERED REPRESENTATIVE OF GRADIENT SECURITIES, LLC. ANDREW IS A FINANCIAL ADVISOR AND THE OWNER OF O'NEILL ASSET MANAGEMENT, LLC.

Andrew specializes in working with state employees and is approved to work in over 15 school districts in both Mid-Michigan and West Michigan. He has a wide array of income planning strategies for retirees and soon to be retirees. Furthermore, Andrew works with many churches and non-profits as he assists them in developing retirement plans that are custom fit for their individual needs.

In addition to holding his Life and Health Insurance licenses in the State of Michigan, Andrew currently does business as a Registered Representative in Michigan, Virginia, North Carolina and Florida.

Andrew has the sought after ability to make difficult financial concepts understandable to his clients.

Andrew enjoys staying active in his community and church, as well as spending time with his family.

We offer:

  • Income Planning
  • Risk Management/Insurance Planning
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Current Investments
  • Analysis of Present and Future Expenses
  • Tax Planning
  • Estate Planning
  • Asset Allocation
  • Asset Protection
  • Investment Management
  • 529 College Planning

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