Welcome to O'Keefe Investment Management!
We are an independent financial planning firm specializing in your retirement saving and retirement income planning. We work with individuals, employers, and retirement plan sponsors. We provide customized investment advice to help you plan for and reach your own unique financial goals.
We welcome you to use the tools and resources available on our site. If you would like to learn more about us or our process, please call or e-mail us to schedule a meeting. We would love to meet you!