Robert O'Neill, in Dedham MA

Robert O'Neill

Financial Consultant

MBA

Part of the The Groleau Financial Group practice

3 Allied Drive Suite 303
Dedham, MA 02026

About Robert O'Neill

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My qualifications

High School Graduate or Equivalent of Not Indicated, Babson College
Masters in Business Administration

My state licenses

California(Insurance Lic. #4431413)
Colorado
Connecticut
Florida
Georgia
Indiana
Maine
Massachusetts
Michigan
Minnesota
New Hampshire
New Jersey
New York
North Carolina
Ohio
Pennsylvania
Rhode Island
South Carolina
Texas
Vermont
Virginia

Insights

View all

Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing? 1️⃣ Lacking diversification 2️⃣ Trying to time the market 3️⃣ Investing with your emotions 4️⃣ Ignoring fees and taxes For more mistakes to watch out for and smart strategies to consider. 👇

Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings image

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement SavingsSep 29, 2026, 5:00 PM UTC

Online Event

If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement SavingsSep 30, 2026, 11:30 PM UTC

Online Event

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Office location

Dedham Location

3 Allied Drive Suite 303
Dedham, MA 02026

Phone617-851-5752Hours

M – F: 9 a.m. – 5 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations