Insurance & Estate Planning
Through a strategic partnership with Thomas O'Neill & Associates, we are pleased to offer expert guidance in the areas of individual insurance, employee benefits and group retirement planning.
Since 1985, Thomas O’Neill & Associates Inc. has been providing expert guidance in the areas of Individual Insurance, Employee Benefits and Group Retirement planning. Working with individuals and companies locally, nationally and internationally, we create customized programs designed to meet the specific needs of each client. We endeavor to offer expert guidance, innovative products and comprehensive solutions.
The key area that we feel sets us apart from our peers is our hands-on approach to managing our clients’ programs. Moreover, we act as advocates for our clients, helping to expedite service and claims requests. We have developed extremely strong relationships with the leading insurance carriers and investment fund companies, which we leverage to provide the optimum financial solutions and an exceptional client experience.
With an enthusiastic and dedicated team of specialists, we are committed to building lasting relationships with our clients. Our philosophy of first-rate service and strong relationship management sets us apart from similar firms. We view ourselves as a key member of your extended team and encourage you to utilize us as a resource center for all your financial needs!