Broker Check

David O'Neill

David O'Neill

(469) 200-8310
david.oneill.tx@gmail.com

OUR APPROACH

  1. We take an evenhanded, all-inclusive approach to taxes and investing* as we help you plan for the future.
  2. We work as a team, demystifying tax and financial matters and offering you complete solutions from a single source.
  3. We provide expertise in wealth management to help you plan for every segment of your financial lifecycle.
  4. We treat you like a person with a name, not an account with a number.

*These services are offered by David O'Neill through his affiliation with HD Vest