Financial Advisor1197 Spur DriveMarshfield, Mo 65706Phone: 417.841.4340Email:firstname.lastname@example.org
Taking care of your money used to be fairly simple. Today, simply “holding on to” your money isn’t good enough. You have to manage your money. Managing your money well is easier with the assistance of a trusted professional, like Danny O’Neal.
Danny likes to begin relationships with a comprehensive review of your current financial standing. Next is an in-depth discussion of your hopes, dreams and goals. Then, utilizing the cutting edge financial tools at his disposal, Danny will present a comprehensive financial plan for your consideration. Once your plan has been finalized and implemented, he will periodically invite you to review the progress of the plan and discuss any adjustments required by changes in the economy or personal circumstances.
A native of Central Arkansas, he went to High School in Buffalo, Missouri and graduated from Missouri State University with a Bachelor’s degree in Mathematics and completed his Master’s degree in Guidance and Counseling. After teaching for 16 years, Danny moved to the financial services industry in 1982. He lives in Marshfield with his wife Diane. His 3 children and 5 grandchildren all live in nearby in Webster County. When he isn’t spending time with family, he enjoys gardening and playing golf.
Danny serves as a Board Member of the Greene County Estate Planning Council and Web-Co Custom Industries, and is a member of the Marshfield Rotary and Optimist Clubs. He holds Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations.In today’s complex and volatile financial marketplace, it’s important to have a trusted advisor on your team. Through every economic cycle, Danny provides sound advice, seasoned with integrity. If you are looking for assistance getting to a life of financial independence, call, email or stop by Danny’s office to schedule a no-obligation personal financial review.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
This icon indicates a link to third-party content. By clicking on the link, you will leave our website and enter a site not owned by the bank. The site you will enter may be less secure and may have a privacy statement that differs from the bank. The products and services offered on this third-party website are not provided or guaranteed by the bank.