Kevin B. O'Neill, Sr.

Kevin B. O'Neill, Sr.

Senior Partner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6205
Fax: (610)355-7830
E-mail:

  • Million Dollar Round Table (MDRT) Member

“People work their entire lives to build a business or accumulate assets. If the business or wealth transfer planning has not been addressed, not only could the family suffer, but so will the employees, customers and suppliers”

Professional Products and Services

  • Family Legacy Options
  • Wealth Accumulation Strategies
  • Wealth Preservation Strategies
  • Business & Estate Funding options
  • Business Succession Planning
  • Retirement Adequacy Studies
  • Wealth Distribution
  • Long Term Care Insurance
  • Life Insurance Strategies
  • College Education Funding Strategies
  • Executive Compensation Plans
  • Disability Income Insurance Protection
  • Charitable Giving Strategies

Qualifications

  • B.S. Widener University – Chester, PA
  • Enrolled at American College for CLU, ChFC and CFP Designation’s.
  • Registered Representative of New England Securities
  • 16 Years in Practice
  • Serves some of the Tri-State area’s top entrepreneurs in the construction, medical, food/beverage and manufacturing industries
  • Association Involvement: DCA & ABC of Delaware, Million Dollar Round Table

Personal

  • Resides in Wilmington, DE with wife Barb and children – Kevin, Liam, and Meghan 
  • Comes from a family of 5 children
  • Charitable Involvement: Sunday Breakfast Mission, Variety Club and Children’s Hope Foundation
  • Member of President's Circle, The American College

 

“I feel my role as an objective fee-based planner makes me a trusted and respective resource for my clients”