Retirement Planning, Investment Strategies, Insurance, Benefits, and more...

 

Welcome

Retirement Planning & Administration

Insured & Self-Funded Health Plans

Voluntary Benefits

Insurance

Wealth Management

Home Health Care

Certified Senior Advisors

Dental Practice Consulting

Physician Wealth Advisory Group

 

 

                                        Home         History         Products & Services        News        Partners        Contact Us

 

Willow Financial Services, LLC

 

History

Specializing in keeping an eye on the financial needs of businesses and their owners!

Both principals in their opening remarks to a group of CPAs in a recent seminar sponsored by Willow Financial Services, LLC pointed to the needs of small business owners as their principle focus.

Independently recognized as top executives in the distribution of insurance and financial products, Richard A. Onorato and Patrick L. Brown combined their many years of experience in 1997.

Richard A. Onorato has 30 years of experience in the insurance industry; first as an owner of a successful general insurance and financial planning firm. Secondly, as the founder of a nationwide brokerage firm geared to the needs of small businesses in the health care industry.

Patrick L. Brown was the executive vice president of the small business division of USF&G, a Baltimore based insurance carrier that was purchased by St. Paul in 1997. He is recognized for developing the small business division nationwide and pioneering the concept of marketing small business products geared to the owners of small businesses.

Combining their experience in 1997, their firm specializes in providing insurance and financial planning to small businesses and their owners.

In 2002, Richard A. Onorato and Patrick L. Brown completed a comprehensive course on priority senior issues and attained their Certified Senior Advisor designation. They are currently active members of the Society of Senior Advisors. This designation allows Willow Financial Services to meet the key needs and issues concerning small business owners as they grow older.

 

Copyright Willow Financial Services, LLC
All Rights Reserved

Willow Financial Services, LLC  810 Gleneagles Court  Suite 205  Towson, MD 21286

(T) 800-662-9847 or 410-321-9608  (F) 410-321-0118

info@willowfinancial.com