Investing in your future

 

For more than decade at a large broker-dealer, Corey provided financial services to thousands of clients, most recently as a Vice President, Financial Advisor. After realizing that his greatest strength is his ability to connect with and understand the unique goals of each client, Corey decided to open O’Neil Financial Solutions in 2022. Serving a smaller, more limited group of clients allows him to build deeper client relationships while also opening doors to a broader array of products and tools tailored to pursue each client’s objectives.

​

Corey is a Certified Financial Planner and holds Series 7, 63, and 66 securities registrations held with LPL Financial, as well as Insurance Licenses for Life, Health and Annuities. He believes every family should have a financial plan customized for their specific needs and goals. To help clients build these plans, Corey seeks to understand each client’s values, beliefs, and priorities on a deeper, more meaningful level.

 

When Corey is not helping his clients work toward their financial goals, he is spending time with his family, including his three boys (oldest to youngest), Nolan, Bennett, and Evan, and two dogs, Ruby and Chance. You can often find Corey courtside or on the ballfields, coaching many of his kids’ teams. He is also an avid golfer with a lifelong passion for his favorite sport.

 

In 2006, Corey met his wife, Candice, at a Red Sox game and later was engaged at Fenway Park. 

​