Business Information
O'Keefe Stevens Advisory is a fee-only investment advisory firm in downtown Rochester, NY, helping individuals and families grow, protect, and enjoy their wealth. As an SEC Registered Investment Advisor (CRD #286338), the firm acts as a fiduciary, putting client interests first. The team includes CFP® professionals and a CFA® charterholder, and charges a straightforward 1% account management fee with no commissions. Services include retirement planning, investment management, tax planning, charitable planning and giving, and estate planning coordinated with your attorney. Named to the 2024 Inc. 5000 list of fastest-growing private companies and the Greater Rochester Chamber Top 100. Call (585) 340-6538 to start a conversation.

Opening Times
Mon 09:00 AM-5:00 PM
Tue 09:00 AM-5:00 PM
Wed 09:00 AM-5:00 PM
Thu 09:00 AM-5:00 PM
Fri 09:00 AM-5:00 PM
Sat
Sun

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