Business Hours
Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
O'Keefe Stevens Advisory, Inc. Verified by Soci
Listed In: Financial Planning, Investment Services
O'Keefe Stevens Advisory is a fee-only investment advisory firm in downtown Rochester, NY, helping individuals and families grow, protect, and enjoy their wealth. As an SEC Registered Investment Advisor (CRD #286338), the firm acts as a fiduciary, putting client interests first. The team includes… O'Keefe Stevens Advisory is a fee-only investment advisory firm in downtown Rochester, NY, helping individuals and families grow, protect, and enjoy their wealth. As an SEC Registered Investment Advisor (CRD #286338), the firm acts as a fiduciary, putting client interests first. The team includes CFP® professionals and a CFA® charterholder, and charges a straightforward 1% account management fee with no commissions. Services include retirement planning, investment management, tax planning, charitable planning and giving, and estate planning coordinated with your attorney. Named to the 2024 Inc. 5000 list of fastest-growing private companies and the Greater Rochester Chamber Top 100. Call (585) 340-6538 to start a conversation. Read more
O'Keefe Stevens Advisory, Inc.
One Bausch and Lomb Place, Suite 920, Rochester, NY
One Bausch and Lomb Place, Suite 920, Rochester, NY