KEVIN O’NEIL

Personal Bio

Firm Bio

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.