"Money does not bring you happiness, but it brings you freedom, and the opportunity to enjoy life with the ones you love.  Secure your future today"


Prior to finding O'Keefe Financial Services, I had met with two different financial advisors on the topic of annuities. To make a long story short, I was not comfortable with their explanations of the products or with their attempts to answer my questions. I just happen to speak with a good friend of mine, which had been with O'KeefeFS for over five years. This is when I reached out to O'KeefeFS. For the first time I felt like I was on the same page with an advisor. They were very knowledgeable and took the time to answer all of my questions in the most courteous way. With all the turmoil in the economy these days and stories of unethical and just plain bad business practices, it is so refreshing to find someone that you can trust and really knows the ins and outs of the business. I've been with them for quite some time now and I honestly could not be more pleased.

Connie S., Retired

I have been seeing my financial adviser for about three years now; it has made the world of a difference. I would not be headed in the right direction, financially, if it wasn’t for O'Keefe Financial Services. I used to be so lost and confused when it came to my personal financial matters, debt was building and I felt stuck, it was a vicious cycle and I didn’t have a clue how to get out of it. O'Keefe Financial Services has truly helped me discover the knowledge and understanding behind sound financial practices, develop good habits and shown me what it really means to be secure and self reliant. As an individual, I am proud of myself for taking the first step in the right direction, I am without needing to worry about my future.

Thank-You O'Keefe Financial Services!”

Tim Barkley, Teacher

I had a few financial planners before and I was dissatisfied. Most other financial planners are non-communicators. Once the plan is done they are not on top of your finances. O'Keefe Financial Services really know their stuff. They know my portfolio. They know me and my needs much better than my previous advisors. I get personalized attention. The whole team is thorough, professional and friendly. I feel more secure. I feel like someone is looking out for my welfare. O'Keefe Financial Services worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.

Barbara H., Retired

I have been advised by Justin O'Keefe at O'Keefe Financial Services for approximately 6 years and have been delighted by the service provided. He provides a highly personalised service and I have appreciated his ability to link areas together, e.g. wills, pensions, investments and tax planning etc. and to propose creative solutions. The underlying philosophy that comes across is that O'KeefeFS is run to the very highest professional standards. I would recommend O'KeefeFS, and indeed have done so, to professional colleagues and friends.

John C., Realtor