Robert L. O'Neil CPA

My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road-map to reach your goal...

Heritage Financial Group Inc. is a provider of a full range of products and services. Located in Medford, Mass., the company renders an array of services, such as comprehensive financial planning, asset management, college planning, charitable giving planning, estate and income tax planning. In addition, it offers a range of products, including mutual funds, corporate/municipal bonds, certificates of deposit, individual retirement accounts(IRA), life insurance and retirement plans, to name a few. Heritage Financial Group Inc. has membership with Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corp. (SIPC).