OKeefe Stevens Advisory, Inc. - Rochester (NY)

5 /5 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.

5 /5 Steve DAnna: We have been investing with Peter O’Keefe for over 40 years. Peter worked with us early on to set goals and targets for our future financial well-being. His partnership with Justin Stevens has only increased our satisfaction with the advice and counsel we receive from their organization. There are several keys to this long-term and satisfying relationship. The first is the sound financial and investment advice over the years. What may be just as important is the communication between us. Communication is key when you trust someone with your financial future. I can honestly say this is where O’Keefe Stevens excels. We have been part of regular (quarterly) calls with many of their other clients where discussions range from reviews of investments to overviews of current market issues and performance to in-depth insight into their investing philosophy. The calls always include a question-and-answer session for all attendees. In addition, there are periodic emails which discuss new investments and buy/sell notifications. We especially want to highlight the regular one-on-one calls with Peter and/or Justin. These calls are critical to ensure both sides understand and agree with the goals and objectives we are striving toward. Finally, we need to give praise to the staff working with Peter and Justin. They are competent, courteous, and very prompt in attending to the details required to keep everything moving. Great communication, outstanding financial and investing advice, and a superb staff. Everything you need to secure your future.

5 /5 Nora Eberl: Our family started working with Peter O’Keefe many years ago, early in my parents earning years and Peters career. He understood they were after growth and always made suggestions of what to invest in and more importantly, when to get out. He would meet with our family personally several times a year and was always just a phone call away. Today, they are reaping the rewards of his management and continue to rely on his advice regarding appropriate investments. My sister and I have been clients for years as well because we could see first-hand our parents success.

5 /5 trixie anderson: My acquaintance with Peter O’Keefe began in college 40 years ago and grew into a friendship with my financial interests and security for my future at its heart. Peter is an advisor that is ethical, knowledgeable and patient. It is obvious that both he and Justin Stevens love what they do. The amount of time and research that Peter spends on finding the best investments for us is very evident. Also, the excitement and enthusiasm when he communicates his recommendations is refreshingly apparent. These things, to me, are priceless. My husband and I can’t imagine trusting our investments to anyone else

5 /5 Raymond Akey: We started working with Peter O’Keefe and Justin Stevens 15 years ago. We were thinking ahead to retirement and knew we needed a solid financial plan. Although we had always been careful with our money, we were not investment savvy, by any means. Our early meetings were at Sage Rutty where Peter and Justin earned our trust and loyalty with their personal approach and expert advice. Because they made us feel confident and comfortable with our financial decisions, we followed them when they opened O’Keefe Stevens Advisory 5 years ago. Today we are financially secure, debt-free, able to travel and enjoy our retirement. How did we do it? We worked with Justin and Peter to create a sound financial plan and we stuck with that plan, making tweaks as necessary along the way. Over the past 15 years, Justin and Peter have become friends as well as trusted financial advisors. Whenever we have questions or need financial help, they are only a phone call away. We highly recommend O’Keefe Stevens Advisory!