Financial Planner NY - Astoria (NY)

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

CHEMALY BELIZAIRE Trust is key to financial planning. This is a good place to visit.

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Ron Dolbear George has been my Financial Advisor for 20+ years and I couldnt ask for a nicer more informed person to work with. He and his partner Ron take the time to make sure I understand the information they are presenting and are not pushy. I would recommend this firm completely.

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Gregg Starks Great staff. Very helpful to clients. ONLY SERVES LAW ENFORCEMENT