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Rochester, NY Investors Know the Value of Patience & Conviction.
We know how confusing financial decisions can be, especially in a world overflowing with information. It’s not something you’re taught. So, you’re forced to piece together financial advice from sources with their own bias and no accounting for your life. That’s why individuals and families throughout Rochester, NY turn to a trusted guide for personalized advice that filters out the noise, puts current trends into perspective, and helps them follow a proven financial framework. We believe our service cannot be truly quantified in numbers, but here are a few to give you an introduction.
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Clients We Serve
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Assets Under Mgmt
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% in Top 10 Holdings
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Serving Clients Across All 50 States
*As of 3/31/26
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Our Financial Plans build wealth over time so you can confidently spend, save, invest & give.
Trusted financial planning in Rochester, NY.
RELATIONSHIP-FOCUSED
We start with a focus on building a trusting relationship.
BACKED BY RESEARCH
We conduct our own analysis to create individualized portfolios we stand behind.
REAL-TIME ANSWERS
We guide you through whatever comes up—with resources & timely communication.
STEADFASTLY OPTIMISTIC
We coach you to invest with patience, and provide encouragement along the way.
Our Values
Clear financial planning for a more confident future.
We know people aren’t getting the personal financial information they need to spend, save, invest, and give with confidence. That’s why individuals and families rely on our decision-making framework and expert research to help them accumulate wealth over time, so they can take care of themselves, their families, and their communities while leaving the world a better place.
In Our Clients’ Words
Tom Birkmeyer
13:59 28 Feb 26
I highly recommend O'Keefe Stevens, we have been working with Grace Stolberg. From the first meeting we knew we found a firm that fit our needs.Grace took the time to understand our goals, and concerns.She worked with us to lay out a long term, organized, transparent plan to our financial future. We especially like the accessibility O'Keefe Stevens offers, and updates on company strategies, and research. It's comforting to know that we picked such a trustworthy profession advisor.
LLHair1
22:57 24 Feb 26
Grace, our advisor is awesome! Grace and team are very supportive of our needs and being good shepherds of our retirement finances. They have great communications in providing details on their investments strategies for buying and selling. They are constantly keeping us updated on today’s play and future plays. Grace has kept us updated on latest financial planning as our needs change for personal wants and needs. Job well done by all at O’Keefe and Stevens Advisory!
Annette Brown
19:54 20 Nov 24
In the early 1980s, Niagara University offered a night school course on investing, Peter O’Keefe was the presentor. Knowing very little about investing and nothing about Peter it has turned out to be an excellent partnership.
We have been retired 25+ years and have drawn on our investments for that length of time. The value of our investments have now far exceeded our expectations and in addition have exceeded our hopes and dreams.
Two of our children are clients of O’Keefe Stevens and we see how well they have advised each of them, based on their individual needs.
Everyone at O’Keefe Stevens is knowledgeable, responsive, trustworthy and easy to talk with. Phone calls are returned quickly and questions/concerns addressed. We are comfortable talking with anyone on the O’Keefe Stevens Team.
We have recommended O’Keefe Stevens to many of our friends who have thanked us many times.
We have been retired 25+ years and have drawn on our investments for that length of time. The value of our investments have now far exceeded our expectations and in addition have exceeded our hopes and dreams.
Two of our children are clients of O’Keefe Stevens and we see how well they have advised each of them, based on their individual needs.
Everyone at O’Keefe Stevens is knowledgeable, responsive, trustworthy and easy to talk with. Phone calls are returned quickly and questions/concerns addressed. We are comfortable talking with anyone on the O’Keefe Stevens Team.
We have recommended O’Keefe Stevens to many of our friends who have thanked us many times.
Carol Y Coons
20:15 14 Nov 24
We are friends! And I think that is one of the most important parts of the relationship that we have had over so many years.
When he married me, my husband Bill knew that my financial skills were minimal. Although he loved finance and investing, in order to include me and to help me to understand our financial position, we worked with an attorney at Sage Rutty for several years. Eventually, when that person retired, he introduced us to Justin Stevens, who in turn, introduced us to his partner, Peter O’Keefe.
When we first met him, Justin was just out of school; (he had a brand-new suit (which, frankly, at the time, looked too large for him!) But it became clear very soon that he was very bright and very much committed to Peter’s investment philosophy. Justin is a social person, balancing off Peter’s quiet style. Peter is a good teacher and, over several meetings, we soon came to see the results of his way of thinking, which has paid off for us over the years. Justin says that Bill once told him that he would like to leave each of our children a million dollars. That wish has been more than fulfilled!
However, we have gained more from this relationship than we ever expected. OSA has become for us a family enterprise! Several of our family have met Justin and Peter and have decided to join us in investing with OSA. As for Bill and me, such things as bus trips to Corning annual meetings, accompanied by Justin and Beths’ young children, a year-long membership on the OSA Client Advisory Board for both Bill and me, meeting Peter and Renee’s kids, all served to make us feel part of this family.
When Bill and I decided to sell our house, Justin was right there, helping to sell one of our cars, and enjoying the process! When Bill passed away, Justin located tax lawyers, a good estate lawyer, and has helped to figure out the best use for the investments we have earned. However, the best part of this relationship is the time Justin spends with me when I need him. I am forever grateful that I can call any one on the OSA staff and get help, suggestions, or information.
I have no problem recommending O’Keefe Stevens Advisory to anyone who wants to be comfortable and well-invested.
When he married me, my husband Bill knew that my financial skills were minimal. Although he loved finance and investing, in order to include me and to help me to understand our financial position, we worked with an attorney at Sage Rutty for several years. Eventually, when that person retired, he introduced us to Justin Stevens, who in turn, introduced us to his partner, Peter O’Keefe.
When we first met him, Justin was just out of school; (he had a brand-new suit (which, frankly, at the time, looked too large for him!) But it became clear very soon that he was very bright and very much committed to Peter’s investment philosophy. Justin is a social person, balancing off Peter’s quiet style. Peter is a good teacher and, over several meetings, we soon came to see the results of his way of thinking, which has paid off for us over the years. Justin says that Bill once told him that he would like to leave each of our children a million dollars. That wish has been more than fulfilled!
However, we have gained more from this relationship than we ever expected. OSA has become for us a family enterprise! Several of our family have met Justin and Peter and have decided to join us in investing with OSA. As for Bill and me, such things as bus trips to Corning annual meetings, accompanied by Justin and Beths’ young children, a year-long membership on the OSA Client Advisory Board for both Bill and me, meeting Peter and Renee’s kids, all served to make us feel part of this family.
When Bill and I decided to sell our house, Justin was right there, helping to sell one of our cars, and enjoying the process! When Bill passed away, Justin located tax lawyers, a good estate lawyer, and has helped to figure out the best use for the investments we have earned. However, the best part of this relationship is the time Justin spends with me when I need him. I am forever grateful that I can call any one on the OSA staff and get help, suggestions, or information.
I have no problem recommending O’Keefe Stevens Advisory to anyone who wants to be comfortable and well-invested.
Barb Kaczmarek
00:12 08 Nov 24
Linda Wiese
22:15 01 Nov 24
I first met Peter in the 1990’s when he had his business here in Buffalo, NY. I was in my 20’s and met him with my brother and my mother. My mother had always been very good with money. She always knew how to save, and as a stay at home mom, she learned how to make money from her money with CD’s, money market accounts or real estate. She never left an opportunity to reinstate the importance of saving to myself and my brother through our whole life.
She was looking for more knowledge to make her money grow, protecting her savings and ensuring that she would have enough for the rest of her life. She asked our attorney for a financial advisor who he thought was honest and trustworthy. Peter was his choice hands down. Peter was introduced to us and we have been with Peter for the last 30 years! Now that I actually calculated out the time….. it’s hard to believe it has been that long. Our family money has grown in those years and I’m sure that it will continue into the future.
I love the fact that OSA keeps in contact with us constantly, with newsletters, quarterly reports, the phone call to check up on you, and the “personal” one on one meetings to make sure you are on track with your retirement and updating changes in your life. It all makes you feel much more at ease receiving the reminders that you are on track. The whole staff at OSA are wonderful! They treat you like your issues and concerns are of the most utmost importance, handling them thoroughly and immediately. I have dealt with other companies that “may” send you an e-mail once a year saying to call to schedule a review with the burden put on you to reach out to them.
Our children are now the age that we are starting accounts for them and am happy to know that they will be in good hands when my husband and I are not able anymore. OSA has been there for us guiding us to financial security. I thank them for taking any worries we might have had away. I truly trust their judgement for all my financial needs.
She was looking for more knowledge to make her money grow, protecting her savings and ensuring that she would have enough for the rest of her life. She asked our attorney for a financial advisor who he thought was honest and trustworthy. Peter was his choice hands down. Peter was introduced to us and we have been with Peter for the last 30 years! Now that I actually calculated out the time….. it’s hard to believe it has been that long. Our family money has grown in those years and I’m sure that it will continue into the future.
I love the fact that OSA keeps in contact with us constantly, with newsletters, quarterly reports, the phone call to check up on you, and the “personal” one on one meetings to make sure you are on track with your retirement and updating changes in your life. It all makes you feel much more at ease receiving the reminders that you are on track. The whole staff at OSA are wonderful! They treat you like your issues and concerns are of the most utmost importance, handling them thoroughly and immediately. I have dealt with other companies that “may” send you an e-mail once a year saying to call to schedule a review with the burden put on you to reach out to them.
Our children are now the age that we are starting accounts for them and am happy to know that they will be in good hands when my husband and I are not able anymore. OSA has been there for us guiding us to financial security. I thank them for taking any worries we might have had away. I truly trust their judgement for all my financial needs.
Don Seitz
19:01 01 Nov 24
Our journey with Peter O’Keefe’s story began at the bustling Waterfront Racquet Club in downtown Buffalo. We bonded over fitness activities such as running, weightlifting, and racquet sports. At that time, my father was in search of a Financial Advisor outside his usual banking circle. Peter, being a highly respected and skilled Financial Advisor, quickly became a familiar face during our shared workouts.
The friendly debate about who introduced our father to Peter O’Keefe whether it was my brother Peter or I remains unresolved. However, as time has progressed, this detail has become less important. Peter O’Keefe has turned into an indispensable support for our family, offering advice that benefits everyone from my parents to our children. Peter and his team have not only steered my father but also our entire family towards effective and prosperous strategies for various financial planning events.
As my wife and I near retirement, we realized our oversight in not having a comprehensive plan.
Should anything happen to me, my wife would have to manage over eight IRA accounts spread across different companies. Thankfully, OSA helped us consolidate these accounts and provided counsel on fortifying our retirement plan. I might hold the record for the most rollovers in OSA history, and for that, I am thankful for OSA’s expertise in making it happen.
Peter continues to guide my extended family in a consistent, friendly, and professional manner.
Peter and his team are more than good stewards of our family’s wealth, as the test of friendship and time is something of true value
The friendly debate about who introduced our father to Peter O’Keefe whether it was my brother Peter or I remains unresolved. However, as time has progressed, this detail has become less important. Peter O’Keefe has turned into an indispensable support for our family, offering advice that benefits everyone from my parents to our children. Peter and his team have not only steered my father but also our entire family towards effective and prosperous strategies for various financial planning events.
As my wife and I near retirement, we realized our oversight in not having a comprehensive plan.
Should anything happen to me, my wife would have to manage over eight IRA accounts spread across different companies. Thankfully, OSA helped us consolidate these accounts and provided counsel on fortifying our retirement plan. I might hold the record for the most rollovers in OSA history, and for that, I am thankful for OSA’s expertise in making it happen.
Peter continues to guide my extended family in a consistent, friendly, and professional manner.
Peter and his team are more than good stewards of our family’s wealth, as the test of friendship and time is something of true value
Raymond Akey
15:01 31 Oct 24
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!
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!
trixie anderson
22:57 30 Oct 24
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
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
Dom Palmo
19:29 29 Oct 24
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.
Steve D'Anna
12:45 29 Oct 24
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.
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.
Nora Eberl
12:19 29 Oct 24
Our family started working with Peter O’Keefe many years ago, early in my parents' earning years and Peter's 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.
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.
O’Keefe Stevens’
Planning With Purpose ™
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1. Discovery Phase
We listen closely to your plans and goals through the early stages of our work together. As a fiduciary, we place your interests first.
2. OSA Financial Review
Our team is here to serve you with timely communication and support, leveraging education and technology in a simple, straight-forward manner.
3. Investment Insights Report
Your Investment Insights Report reflects personalized investment recommendations based on our disciplined value investing philosophy.
4. Personalized Client Support
Always just a phone call or email away, we provide individual meetings, quarterly writings and investor calls so you stay in the know about your retirement investments.
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