Upcoming Events - O'Keefe Stevens Advisory, Inc.

Events

WEBINARS & PRESENTATIONS

Top 10 Year-End Tax Planning Tips for IRA Millionaires

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IN-PERSON EVENTS

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Client Events Hosted by O’Keefe Stevens Advisory

The gallery below displays photos from our past client events.

: 2024 Investor Forum at Pane Vino

: 2024 Investor Forum at Pane Vino

: 2024 Investor Forum at Pane Vino

: 2024 Investor Forum at Pane Vino

: 2023 Investor Forum at the Buffalo History Museum

: 2023 Investor Forum at the Buffalo History Museum

: 2023 Investor Forum at the Buffalo History Museum

: 2023 Investor Forum at the Buffalo History Museum

Address

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604

Phone

(585) 340-6538

info@okeefestevens.com

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, 2024

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.