CEO Financial Services
CEO Financial Services was built upon the belief that your money should serve as a means of pursuing your life's goals. The firm was opened in 2007 to help provide individuals with the essential components that are vital towards achieving financial success in their personal and business lives.
Whether it's a new graduate just starting out, planning for college, a family facing one of life's milestones, or a small business owner looking to improve cash flow, CEO Financial Services creates a customized plan to help accomplish those goals, and helps execute the plan as well.
Founder Carol O'Neil began her career as a financial analyst, and spent more than 25 years in financial services and banking with national and international industry leaders. Understanding the complexity of the financial industry, it was O'Neil's personal goal to empower clients to make intelligent choices with their money, helping them to fulfill their aspirations and experience genuine happiness and security in their lives.