Peter O’Keefe has been our financial advisor since 1985. Over the almost 40 years Peter has guided our family through the many different phases and challenges of life.
First was the death of my Dad. Peter set up a portfolio for Mom that enabled her to live comfortably for the rest of her life.
Peter’s next task was to organize the financial future for both my family as well as my brother’s. Under Peter’s guidance all the families’ financial needs were successfully met. Our retirement portfolios are on target to provide us with a very comfortable lifestyle.
Without reservation I would tell anyone that he is a trustworthy, honest and genuinely cares for all his clients. I have in the past and will continue to recommend him to anyone looking for financial advice.
Sincerely,
Bill and Joan D.