Financial Advisor in Leesburg, VA with 43 Year(s) of Experience
Kevin O’Neil brings more than four decades of experience and a talented team of professionals with expertise in wide-ranging financial matters, including retirement planning, 401k plans, taxation, estate planning, investment management and employee benefits. He is a Chartered Financial Consultant certified by The American College of Financial Services, a graduate of Duquesne University in Pittsburgh, and married for four decades with three children and three grandchildren, Kevin resides in Leesburg, VA
KO Financial’s elite team of financial advisors bring a wealth of experience and smart thinking to bear for each of our clients, whether individual investors or small to mid-size businesses. For individuals, we help you address the personal financial planning and investment management challenges you face, while helping you secure and strengthen your financial future. For businesses, we help define and manage corporate retirement plans that help your employees grow their savings and your company maintain a competitive edge. All of our clients can count on us for stability, clarity, fidelity, performance, fiduciary protection and integrity. Our open architecture enables us to partner with outside affiliates not tied to one institution. And you’ll always receive a high degree of attention, personalization, access and transparency.
RIA - KEVIN O’NEIL
Firm License #
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Bachelor of Arts
Duration: 1972 - 1976
Chartered Financial Consultant
Duration: 1991 - 1993
Advisor License #
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Preferred Client Type
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