O'Keefe Financial Services

Finance · Mississippi, United States · 11-50 Employees

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Overview

Headquarters

911 Porter Ave, Ocean Springs, Mississip...

Phone Number

(228) 209-0442

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About O'Keefe Financial Services

O'Keefe Financial Services, located in Ocean Springs, specializes in tax services and wealth management, aiming to help individuals achieve their long-term financial goals. Their offerings include retirement planning, retirement cash flow analysis, and tax services planning, all designed to secure clients' financial independence. The firm prides itself on a comprehensive approach that evaluates all aspects of a client's financial life, ensuring a tailored plan for each individual. With a strong focus on client satisfaction and a commitment to safe investing principles, O'Keefe Financial Services serves a diverse clientele across the United States.Explore more
Popular SearchesO'Keefe Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Keefe Financial Service...

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
Private
-
2002
James Moran, President & Chief Executive Officer & Founder at Global Financial Trust
James MoranPresident & CEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2018
Micheline Dagher, President & Financial Advisor at Dagher Financial
Micheline DagherPresident & Financial Advisor
<$5M
1-10
Private
-
-
KE
Kimberly EdsallPresident & CEO
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Keefe Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Keefe Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Keefe Financial Services.

O'Keefe Financial Services Tech Stack

A closer look at the technologies used by O'Keefe Financial Services

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Frequently Asked Questions Regarding O'Keefe Financial Services

What is O'Keefe Financial Services's official website?
O'Keefe Financial Services's official website is www.okeefefs.com
What is O'Keefe Financial Services's Revenue?
O'Keefe Financial Services's revenue is <$5 Million
What is O'Keefe Financial Services's SIC code?
O'Keefe Financial Services's SIC: 62,628
What is O'Keefe Financial Services's NAICS code?
O'Keefe Financial Services's NAICS: 52,523
How many employees does O'Keefe Financial Services have?
O'Keefe Financial Services has 11-50 employees
What industry does O'Keefe Financial Services belong to?
O'Keefe Financial Services is in the industry of: Finance, Securities Trading
What is O'Keefe Financial Services competition?
O'Keefe Financial Services top competitors include: Copper Canyon Wealth Management, Global Financial Trust, Strategy Financial Group, Arrow Advisors
What technology does O'Keefe Financial Services use?
Some of the popular technologies that O'Keefe Financial Services uses are: Sentry, F5 BIG-IP Platform, GoDaddy DNS, Sectigo
How do I contact O'Keefe Financial Services?
O'Keefe Financial Services contact info: Phone number: (228) 209-0442 Website: www.okeefefs.com
What does O'Keefe Financial Services do?

O'Keefe Financial Services, located in Ocean Springs, specializes in tax services and wealth management, aiming to help individuals achieve their long-term financial goals. Their offerings include retirement planning, retirement cash flow analysis, and tax services planning, all designed to secure clients' financial independence. The firm prides it... self on a comprehensive approach that evaluates all aspects of a client's financial life, ensuring a tailored plan for each individual. With a strong focus on client satisfaction and a commitment to safe investing principles, O'Keefe Financial Services serves a diverse clientele across the United States.Read More

Is O'Keefe Financial Services a public company?
O'Keefe Financial Services is private company therefore does not currently have an official ticker symbol
See more information about O'Keefe Financial Services

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