Reading Archives - Page 3 of 3 - O'Keefe Stevens Advisory, Inc.

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Investment Management in Rochester, NY: Why Process Beats Prediction Every Time

Investment Management in Rochester, NY: Why Process Beats Prediction Every Time Every investor has heard the promise: some advisor, some […]

by O'Keefe Stevens Advisory

on May 29

Older man on a phone call at a laptop reviewing printed charts

5 Questions to Ask Before Leaving the Workforce for Good

5 Questions to Ask Before Leaving the Workforce for Good Leaving the workforce is one of the biggest decisions you’ll […]

by O'Keefe Stevens Advisory

on May 13

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ESOPs vs. ESPPs: Understanding the Difference and Benefits

ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg In my role as a financial advisor, I […]

by Grace Stolberg

on May 13

Hands holding a glass jar of cash labeled college

Planning for College

Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]

by Kellan Peer

on May 5

O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List

O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List Rochester, NY – August 21, 2024 – O’Keefe Stevens […]

by Justin Stevens

on Aug 22

O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000

O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]

by Justin Stevens

on Aug 13

Article Feature: Dominick D’Angelo in the Real Deal

Article Feature: Dominick D’Angelo in the Real Deal O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured […]

by Dominick D'Angelo

on Jun 5

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New York

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604
Phone: (585) 340-6538

Florida

255 Giralda Ave
Coral Gables, FL 33134
Phone: (786) 541-8699

Hours of Operation

Monday through Friday
9:00am to 5:00pm

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Our Work

The numbers for "Clients We Serve," "Assets Under Management," and "Percentage in Top 10 Holdings," are as of June 30, 2026.

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