Suzy O'Neal, Financial Advisor located in Folsom, CA

Financial Advisor
Suzy O'Neal

AAMS®
400 Plaza Dr Suite 205, Folsom, CA 95630opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Military Professionals & Veterans
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Coaching Sports
  • Photography

Team Members

  • Mia Vandiver
    Sr. Branch Office Administrator
  • Carley Nicholls
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(530) 676-5402

Fax

(866) 462-1208

Office Address

400 Plaza Dr Suite 205
Folsom, CA 95630opens in a new window

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