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O'Keefe Wealth Strategies, LLC is a comprehensive financial services firm dedicated to helping clients build, manage and preserve their wealth. My firm is independent, so loyalty belongs exclusively to my clients.My independence allows me to focus my full attention on addressing clients' needs and not selling any particular product. I like to stress that I work directly for my clients and not to any one product-driven company. My methodology is based on a solution-oriented, holistic approach that is centered on pursuing - and achieving - my clients' unique and personal financial, retirement and legacy goals and objectives.

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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Estate Planning
  • Investment Planning
  • Securities Offered Through Cambridge Investment
  • Tax Planning
Payment method
amex, cash, discover, visa, mastercard
Accreditation

Certified Financial Planner Professional

Other Link

https://www.okeefewealth.com

Social Links
Categories
Annuities & Retirement Insurance Plans, Financial Planners, Financing Consultants, Investment Management
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