“I want to thank Kellan and everyone who worked on seeing that my finances were transferred to Fidelity. I especially want to thank DeAnna for her patience in walking me through the paperwork. I really appreciate everyone! It was so kind of O’Keefe Stevens Advisory to send me the welcome gift package.”

“Your research continues to make us very confident and comfortable in O’Keefe Stevens as our financial advisors.”

“We appreciate what each of you has done to help ensure our financial security. Since 1990 when we first met Peter, the O’Keefe Stevens team has been an important part of our lives. You have become much more to us than a company providing excellent financial planning and investment services. You have become our friends.”

“Thank you for being good stewards of our investments and the communications of your activities.”

“We have only been clients with O’Keefe Stevens for about a year, but have been very pleased with our experience. From the beginning, Justin made himself available to us, answering all questions with very thorough follow-up. We have appreciated his guidance in all aspects of our financial life: from consolidating our assets, to providing support and assistance in managing my father’s trust, Justin was there to pave the way. We look forward to working with the team as we transition into retirement in the next year or so.“

“I’ve said to Bob, ‘How can they sleep at night, working with so many people’s financial security?’ But your year-around effort to teach clients your market principles and investment strategy is remarkable.”

“We started investing with Peter over 40 years ago in Buffalo, New York.

To say the least, it was one of the best decisions we ever made. Trusting someone with your financial future always creates some doubt, but with Peter and Justin that doubt was short-lived.

The staff at O’Keefe Stevens Advisory, Inc. also deserves a lot of praise for their outstanding communication and professionalism. They work as a well-oiled machine.”

“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!”

“In the beginning of our relationship, Justin asked what I wished for. I jokingly said, I would love to have a beach house. With Peter and Justin’s guidance, I can testify that my children and I own a beach house in Hilton Head, South Carolina creating rental property and generational wealth.”