O'Neill Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5850 Town and Country Blvd Ste 1003, Fri...

Phone Number

(469) 394-7800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About O'Neill Financial Group

We are a family-owned firm with over 50 years of combined experience in Tax and Wealth Management. David O'Neill, CFP® and Tim O'Neill, CPA are the primary principals of the firm. David has spent his entire 28 year career in financial services, and Tim has spent his entire 32 year career in tax and public accounting. Together we work to help our clients in all aspects of their financial lives, from setting up budgets and minimizing taxes, to running businesses and saving for retirement. We act as a sounding board for our clients when making financial decisions, and assist them in implementing plans to work towards financial goals. Click here to see a list of our services. Thank you for visiting our web site. Feel free to roam the site as much as you like. There is some great content including calculators, newsletters and other helpful information (check out the navigation tabs across the top). Be sure to bookmark the site and come back often, as the site is regularly updated with tax,Read more
O'Neill Financial Group's Social MediaPopular SearchesO'Neill Financial GroupAdvisor LaunchpadNeill Financial GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Neill Financial Group

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1992
MW
Michele WhitingTax & Accounting Administrative Coordinator
<$5M
1-10
Private
-
-
MB
Matthew BotkinCEO & President
<$5M
1-10
Private
-
-
PE
Philip EubankWealth Management Advisor
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Neill Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Neill Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Neill Financial Group.

O'Neill Financial Group Tech Stack

A closer look at the technologies used by O'Neill Financial Group

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Frequently Asked Questions Regarding O'Neill Financial Group

What is O'Neill Financial Group's official website?
O'Neill Financial Group's official website is www.oneillfg.com
What is O'Neill Financial Group's Revenue?
O'Neill Financial Group's revenue is <$5 Million
What is O'Neill Financial Group's SIC code?
O'Neill Financial Group's SIC: 62,628
What is O'Neill Financial Group's NAICS code?
O'Neill Financial Group's NAICS: 52,523
How many employees does O'Neill Financial Group have?
O'Neill Financial Group has 1-10 employees
What industry does O'Neill Financial Group belong to?
O'Neill Financial Group is in the industry of: Finance, Securities Trading
What is O'Neill Financial Group competition?
O'Neill Financial Group top competitors include: PE Financial Group, Daria & Associates, Building Financial Solutions, Peak Mountain Advisors
What technology does O'Neill Financial Group use?
Some of the popular technologies that O'Neill Financial Group uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact O'Neill Financial Group?
O'Neill Financial Group contact info: Phone number: (469) 394-7800 Website: www.oneillfg.com
What does O'Neill Financial Group do?

We are a family-owned firm with over 50 years of combined experience in Tax and Wealth Management. David O'Neill, CFP® and Tim O'Neill, CPA are the primary principals of the firm. David has spent his entire 28 year career in financial services, and Tim has spent his entire 32 year career in tax and public accounting. Together we work to help our cl... ients in all aspects of their financial lives, from setting up budgets and minimizing taxes, to running businesses and saving for retirement. We act as a sounding board for our clients when making financial decisions, and assist them in implementing plans to work towards financial goals. Click here to see a list of our services. Thank you for visiting our web site. Feel free to roam the site as much as you like. There is some great content including calculators, newsletters and other helpful information (check out the navigation tabs across the top). Be sure to bookmark the site and come back often, as the site is regularly updated with tax, market and newsworthy items. If you have any questions, or would like to meet with us, please do not hesitate to contact us. We look forward to working with you.Read More

What are O'Neill Financial Group social media links?
O'Neill Financial Group Facebook page
Is O'Neill Financial Group a public company?
O'Neill Financial Group is private company therefore does not currently have an official ticker symbol
See more information about O'Neill Financial Group

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