Kelly O'Neill

Kelly O'Neill

Financial Advisor

Phone: 716-906-8447
Fax: 716-580-3080
E-mail:
 

I am a trusted and open-minded Financial Advisor, passionate about helping individuals feel good about their money. I provide customized, easy-to-understand strategies to my clients so that they can help make the best personal financial choices. I operate on the belief that it's not how much money you have that matters, but rather, how you put your money to work. In our technology-driven world where communication is instantaneous, I provide a personal touch with one-on-one consulting services to help people move forward with their long-term plans by "putting their money to work". I've learned that when you accumulate wealth you accumulate choice - and choice means everything. In my practice, there is no judgement. We find out where you are and begin working towards where you would like to be. I feel most fulfilled when I've successfully helped an individual resolve or strengthen their relationship with their money. I also make interpreting complicated financial matters accessible to everyone. I am proud to have built my practice here in Western New York from scratch throughout the past decade, perhaps the most economically challenging time since the Great Depression. It is a blessing and a privilege to be entrusted with the title "Financial Advisor."

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