Broker Check

Our Services

Mortgage:
 Residential, Investment and Commercial Mortgages 
 Mortgage Services offered through
 North Dallas Mortgage,  LLC,  Company  NMLS# 392718
 5850 Town and Country Blvd. Suite 1003
 Frisco, TX 75034
 David O'Neill - Loan Originator, NMLS #878575

Tax and Accounting:      
 Individual and Business Tax Preparation
 Electronic Filing, Tax Planning and Consulting
 CFO Consulting Services

 Accounting services provided by Tim O'Neill, CPA


Planning Services: 

 Retirement Planning, College Planning

 Tax Reduction Strategies, Cash Flow Analysis

 Insurance Analysis


Investments:

 *Portfolio Advisory Services, Money Management*

 *Individual Retirement Accounts (IRAs)*

 *Mutual Funds, College 529 Plans*

 *Rollovers, IRA’s, SEP’s, SIMPLE’s, 401K’s*


Insurance:

 *Fixed and Variable Annuities*

 Life Insurance,  Disability Insurance

 Long Term Care Insurance, Health Insurance


Real Estate:

 Buyer Representation, Commercial Properties

 Real Estate Services offered through 

 Performance Properties, LLC 

 David O'Neill - salesperson, TX license #454499 


Notary Services:

 We can assist you with notarizing signatures for important documents


*Securities offered by David O'Neill, through H.D. Vest Investment Services sm Member: SIPC Advisory Services offered through H.D. Vest Advisory Services sm