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Chris O'Neill CFP®, CTFA, EAFinancial advisor in Middletown, RI

Chris O'Neill CFP®, CTFA, EA is a financial advisor at Middletown, RI 02842.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Chris O'Neill CFP®, CTFA, EA
AddressMiddletown, RI 02842Get directions
Phone(401) 284-7415
Websiteoneillfinancialplan.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Middletown and 11 towns within 25 miles: Newport East, Newport, Portsmouth, North Kingstown, Narragansett, Bristol, East Greenwich, South Kingstown, Warwick, Warren and Barrington.

Based in Middletown, RIView on map

Questions about Chris O'Neill CFP®, CTFA, EA

What areas does Chris O'Neill CFP®, CTFA, EA serve?

Serves Middletown and 11 towns within 25 miles: Newport East, Newport, Portsmouth, North Kingstown, Narragansett, Bristol, East Greenwich, South Kingstown, Warwick, Warren and Barrington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Chris O'Neill CFP®, CTFA, EA?

Call Chris O'Neill CFP®, CTFA, EA on (401) 284-7415. The business is at Middletown, RI 02842. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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