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Retirement Planning & Administration
Insured & Self-Funded Health Plans
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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.
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Willow Financial Services, LLC
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Willow Financial Services, LLC 810 Gleneagles Court Suite 205 Towson, MD 21286
(T) 800-662-9847 or 410-321-9608 (F) 410-321-0118