Angela
Oneill
New Horizon Financial Strategies, LLC
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About this Advisor
Angela Oneill is a financial advisor based in Ithaca, New York, working with New Horizon Financial Strategies, LLC. Angela has previously held positions at New Horizon Financial Strategies, Comprehensive Asset Management & Servicing, Inc, and New Horizon Financial Strategies, LLC. Angela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Angela is part of New Horizon Financial Strategies, LLC, which operates out of Ithaca, New York. The firm has 7 employees and manages assets totaling $145.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at New Horizon Financial Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New Horizon Financial Strategies, LLC Brokerage Details
$145,403,125
7
770
$188,835
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Angela Oneill Work History
New Horizon Financial Strategies, LLC
Comprehensive Asset Management & Servicing, Inc
New Horizon Financial Strategies
Disclosures
Please visit the SEC profile of Angela Oneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Horizon Financial Strategies, LLC
Ithaca, NY
Ithaca, NY
Ithaca, NY
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