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Achieve Financial Well-Being
With A Personal Touch

Financial Services for Businesses

CEO Financial Services provides businesses the experience of a full-scale finance department without the need to hire in-house.

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Personal Money Management

A sound financial road map takes the mystery out of money and puts you in control so your spending supports not only your needs but your goals and dreams.

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Investments

Running a proper investment strategy doesn’t have to be overly complicated or involve nauseating dips and turns to reach your goals.

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How CEO Financial Services Helps You

We take the mystery out of common financial related tasks to help you focus on your business and improve your personal financial well-being.

Personal Consultation

Personal Financial Consultation

Carol O’Neil meeting with a client, going over their financials.

Personal Results

In today’s world, you have many different options when it comes to getting financial advise. The vast majority of your choices however will not include the personal service you will find with CEO Financial Services. Carol and Jim O’Neil live in the same community as many of their clients and take pride in developing long term relationships with a focus on personalized service.

CEO Financial Services will listen to your needs and develop a personal financial strategy specific to your business, every day finances, or long term investments. Contact Carol O’Neil to learn how CEO Financial Services can remove barriers and frustrations from your financial picture.

Schedule a Meeting

Book a meeting with CEO Financial Services

What is a Financial Advisor?

The answer is in the name! A financial advisor will advise you on some (or all) aspects of your financial picture. A financial advisor can offer services ranging from simple advice to complete management of all aspects of your finances.

Where do I begin?

To begin, give Carol O’Neil at call at (561) 389-1227 or Schedule a Meeting Online to learn how CEO Financial Services can assist in areas of your business or personal finances.

Strategic Partners

CEO Financial Services has a wealth of community partners to help with specific client needs.

Risk Management Professionals

Accountants

Bankers

Marketing Professionals

Payroll Specialists

Attorneys

Link to: About Us

Have a Question?
Contact CEO Financial Services for Answers!

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CEO FINANCIAL SERVICES

8461 Lake Worth Rd., STE 433
Lake Worth, Florida 33467
Phone: (561) 389-1227 | Fax: (561) 431-8279 | Email: carol@ceofinancialservices.com

Located in Lake Worth, Florida, CEO Financial Services represents clients throughout Palm Beach County, including, but not limited to the cities of Lake Worth, Wellington, Royal Palm Beach, Palm Beach, Palm Beach Gardens, Juno Beach, Jupiter, Lantana, West Palm Beach, Boynton Beach, Delray Beach, and Palm Beach County.

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. CEO Financial Services and GWN Securities, Inc. are separate companies.

DISCLAIMER

The information contained in this website is for general information purposes only. The information is provided by [business name] and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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