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Products and Services

At O’Neal, Broach & Still, we provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Roth IRA
  • Simple IRA
  • Traditional IRA
  • Variable Annuities

Financial Planning*

  • Retirement Planning
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Accounting Services

  • Small business accounting services
  • Payroll processing
  • Quickbooks consulting

Let Us Help You Master Your Money

Anyone who has taken a thoroughlook at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

*These services are offered by Mark Still through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.