How does the advisor help clients – Key Takeaways:
OKEEFE & ASSOCIATES, P.C. acts as a financial expert, providing a wide range of services to clients. They assist clients in managing their financial assets and achieving their financial goals. Their main focus is to help clients make sound financial decisions and create a successful financial plan for the future.
Facts and Insights
OKEEFE & ASSOCIATES, P.C. is a professional corporation established in 1998. They have been in the financial industry for over 20 years, giving them valuable insight and experience to guide clients in making informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered
OKEEFE & ASSOCIATES, P.C. offers a wide range of financial services to their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. They also provide financial education and guidance to help clients make well-informed decisions about their money.
Client Types
OKEEFE & ASSOCIATES, P.C. serves a diverse range of clients, including individuals, families, small businesses, and corporations. They have the expertise to cater to the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
OKEEFE & ASSOCIATES, P.C. operates on a fee-based structure, which means they charge fees based on a percentage of the assets they manage. This incentivizes them to grow their clients’ assets and aligns their interests with their clients. They are transparent about their fees and provide a breakdown of all costs to their clients.
Background
OKEEFE & ASSOCIATES, P.C. was founded by John O’Keefe, a highly experienced and knowledgeable financial advisor. He has over 30 years of experience in the financial industry and holds several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). His team of advisors also has a wealth of experience and expertise in various areas of finance.
Financial Advisor Disclosures to Know
OKEEFE & ASSOCIATES, P.C. has a clean record with no disclosures or disciplinary actions. They believe in ethical and transparent practices and prioritize their clients’ best interests at all times.