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      DETAILS
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Annuities & Retirement Insurance Plans, Financial Planners, Financing Consultants, Investment Management
      Services/Products
        Estate PlanningInvestment PlanningSecurities Offered Through Cambridge InvestmentTax Planning
      Payment Options
      Accreditation

      Certified Financial Planner Professional

      Other Link

      https://www.okeefewealth.com

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