O'Keefe Wealth Strategies, LLC

Claimed

CLOSED NOW

Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

20 Years

in Business

Accredited

Business

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm
Sat - Sun	Closed

Places Near Orleans with Investment Management

Certified Financial Planner

General Info: 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.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
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Services/Products: Securities Offered Through Cambridge Investment, Tax Planning, Estate Planning, Investment Planning.
Payment method: amex, cash, discover, visa, mastercard
Accreditation: Certified Financial Planner Professional
Other Link: https://www.okeefewealth.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financing Consultants