O'keefe Wealth Strategies Llc
25 Pond Road
Orleans, MA (Massachusetts) 02653-3503
Orleans, MA (Massachusetts) 02653-3503
Business Details
10 years Since 2005
Brendan Okeefe (Cfp)
| Services: | Estate Planning, Tax Planning, Investment Planning, Inheritance Planning |
| Certifications: | Certified Financial Planner |
| General Content: | Advisory Services Through Cira. Inc.. A Registered Investment Advisor., Glient Goals, Insurnace Planning, Let Us Assist In Mapping Out Your Financial, Professional, Retirment Planning, Securities Offered Through Cambridge Investment Research. Inc.. Member Finra Sipc., Path To . And Through Retirement. |
| Sales Volume: | 500K |
| Employee Size Range: | 1 (appx) |
Additional Categories
O'keefe Wealth Strategies Llc is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Investment Advisory Service
- Portfolio Management > Financial Planning & Services
- Investment Advice
- Investment Advice
- Investment Advice > Financial Planning & Services
