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O’Neill Asset Management, LLC
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  • Home
  • About Us
    • Our Team
    • SmartVestor Pros
  • Services
    • Asset Allocation & Risk
    • Asset Maximization
    • Generational Vault
    • Income Planning
    • Retirement Strategy & Risk
    • Social Security
  • Web Resources
    • Dave Ramsey
    • SmartVestor Pros
    • Office of Retirement Services
    • Social Security Planner
    • Videos
  • Contact
  • Client Logins
    • Generational Vault
    • SEI Private Trust company
    • Folio/Goldman Sachs
    • American Funds
    • MI 529 Adivisor Plan
    • Orion
    • Jackson National
    • Aspire Financial
    • Brighthouse

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About Us

O'Neill Asset Management, LLC is a full service retirement planning company serving our surrounding communities.

Contact Info

  • Address:346 Wealthy Street SE, Grand Rapids MI, 49503
  • Phone:(616)884-0337
  • Email:aoneill@gradientsecurities.com
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA / SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through O’Neill Asset Management, LLC. O’Neill Asset Management, LLC is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and O’Neill Asset Management, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck »
  • Videos
  • Home
  • About Us
    • SmartVestor Pros
    • Our Team
  • Our Services
    • Asset Allocation & Risk
    • Asset Maximization
    • Generational Vault
    • Income Planning
    • Retirement Strategy & Risk
    • Social Security
  • Contact