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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

O'Neill Asset Management

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United States
Grand Rapids, MI
O'Neill Asset Management

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Specialized knowledge. Personalized Service

10/28/2026

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/oneillassetmanagement.

10/26/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

10/23/2026

📢 IMPORTANT UPDATE FOR CLIENTS WITH ACCOUNTS AT GOLDMAN SACHS (FORMERLY FOLIO)

This update is ONLY for O'Neill Asset Management clients who have investment assets held at Goldman Sachs Custody Solutions (formerly Folio).

Effective October 23, 2026, the old Folio Client website will be discontinued and replaced by the new Goldman Sachs Custody Solutions platform.

💻 Here's What You Need to Know:

✅ New Website: https://custodysolutions.gs.com

✅ Same Login: Your existing username and password will continue to work!

✅ Same Account Access: You can continue viewing your balances, investments, statements, tax documents, and transaction history.

✅ Nothing Changes With Your Investments: This is simply a website transition. Your investments and relationship with O'Neill Asset Management remain unchanged!

Please note that certain transactions, including retirement account contributions and distributions, will now require assistance from Goldman Sachs Client Services. 📞 Goldman Sachs Client Services: 1-888-230-5394... Better yet, just call any of our locations at 616-884-0337 :)

As always, if you have questions or need assistance, our team at 616-884-0337, O'Neill Asset Management is happy to help!

Specialized Knowledge. Personalized Experience.

10/23/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (616) 884-0337.

10/21/2026

Navigating the financial landscape can be tough, let us help you conquer your financial goals together. Get in touch today! (616) 884-0337.

10/19/2026

Every paycheck, a portion of money goes into 401(k)s for the future. Don’t mess it up by making a rollover decision that could cause regret. Get our Guide to Avoiding 401(k) Rollover Mistakes brochure by calling us at (616) 884-0337 or visiting: https://401k.oneillassetmanagement.com/

10/19/2026

Traveling can be fun at any age. You just need a little preparation: A checklist for Senior Travel.

Traveling can be fun at any age. You just need a little preparation.

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://oneillassetmanagement.com/.

10/14/2026

We aim to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. To schedule a complimentary analysis, visit https://oneillassetmanagement.com/contact/.

Address

346 Wealthy Street SE
Grand Rapids, MI
49503

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Telephone

+16168840337

Website

https://oneillassetmanagement.com/index.html, https://thefinancialhq.com/oneillassetmanagement

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