wealth management rochester ny Archives - O'Keefe Stevens Advisory, Inc.

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What Is a Fee-Only Financial Advisor? A Rochester, NY Guide

If you’ve started comparing advisors, you’ve probably run into the phrase fee-only financial advisor and wondered whether it actually matters. […]

by O'Keefe Stevens Advisory

on Sep 11

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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

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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

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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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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.

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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.