estate planning Archives - O'Keefe Stevens Advisory, Inc.

The Second Chapter of the American Dream

The Second Chapter of the American Dream Written by: Grace Stolberg One of the unexpected privileges of being a financial […]

by Grace Stolberg

on Jun 29

Get Your Affairs in Order

Get Your Affairs in Order The Gift of Clarity for the People You Love. Written by: Justin Stevens There is […]

by Justin Stevens

on Jun 26

Wealth Management in Rochester, NY: More Than Managing Your Portfolio

Wealth Management in Rochester, NY: More Than Managing Your Portfolio You can earn a solid return and still feel like […]

by O'Keefe Stevens Advisory

on Jun 22

Wealth Management in Rochester, NY: How a Disciplined Approach Protects What You’ve Built

Wealth Management in Rochester, NY: How a Disciplined Approach Protects What You’ve Built You’ve worked long enough to know that […]

by O'Keefe Stevens Advisory

on May 29

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.

Take the Free Assessment

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

Disclosures Privacy Statement FINRA'S Broker Check © 2026 O’Keefe Stevens Advisory, Inc. All rights reserved. This content cannot be copied without express written consent of O’Keefe Stevens Advisory, Inc.

Investment advisory services offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor.

Our Work

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

Additional information about O’Keefe Stevens Advisory, Inc. is also available online at www.adviserinfo.sec.gov or http://brokercheck.finra.org/. CRD # 286338

Testimonials Disclosure:
The testimonials provided are from current O’Keefe Stevens Advisory clients. These are unsolicited statements and are shared with the permission of each client. No compensation is provided for these testimonials and no known conflicts of interest exist (i.e. statements from family members, employees, etc.). Each client retains the right to request immediate removal of these statements from our marketing materials at any time.