Resident: 46,300 results found.
 |
O'Keefe Wealth Strategies, LLC
O'Keefe Wealth Strategies, LLC is an independent, professional firm located on Cape Cod offering clients personalized financial planning strategies and comprehensive wealth-based solutions. Brendan O'Keefe is President and owner of the Firm and is both a CFP® practitioner and CPA.
Okeefewealth.com ~
Site Info
Whois
Trace Route
RBL Check
|
 |
Next Financial
I am a Certified Financial Planner ™ practitioner and have been working with individuals and businesses in the area for several years and have over 25 years of professional experience in the financial services field.
I am an investment professional, as well as a New York State licensed life, health insurance, fixed and variable annuity representative. I hold the FINRA General Securities Principal license 24 and am designated an office of supervisory juridiction (OSJ) for the NEXT Financial Group.
My staff and I are dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We are looking forward to using our expertise to help you pursue your financial goals.
Peterhussey.com ~
Site Info
Whois
Trace Route
RBL Check
|
|
|
|
Site Info
