Name: OKeefe Stevens Advisory, Inc.
Address: One Bausch And Lomb Place, Rochester, NY, 14604, US
Telephone: (585) 340-6538

General Description

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.

Business Hours

Sunday	closed
Monday	09:00 AM	05:00 PM
Tuesday	09:00 AM	05:00 PM
Wednesday	09:00 AM	05:00 PM
Thursday	09:00 AM	05:00 PM
Friday	09:00 AM	05:00 PM
Saturday	closed

Location & Map

O'Keefe Stevens Advisory, Inc.

One Bausch And Lomb Place Suite 920
Rochester, NY 14604

(585) 340-6538

Driving Directions

O'Keefe Stevens Advisory, Inc.

Financial Planner in Rochester

One Bausch And Lomb Place Suite 920 Rochester NY, 14604

(585) 340-6538

General Description

Business Hours

Location & Map

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