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Patrick O
Series 63, Series 65
Belchertown, MA
Cambridge Investment Research Advisors
Patrick Oneil is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a board member on the Hampden County Regional Retirement Board and owns a business focused on college financial aid solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based strategies tailored to client objectives.
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