O'keeffe Financial Partners

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

100 Passaic Ave Ste 100A, Fairfield, New...

Phone Number

(973) 227-3660

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About O'keeffe Financial Partners

O’Keeffe Financial Partners offers a comprehensive range of financial planning and investment services, including tax and estate planning strategies tailored to individual needs. Their client-centered approach focuses on delivering personalized experiences for business owners, corporate executives, families, retirees, and women investors. The firm emphasizes sophisticated investment solutions and dedicated partnerships to help clients navigate the complexities of the financial landscape. With a team of experienced professionals, they guide clients in managing their wealth and achieving specific financial goals.Explore more
O'keeffe Financial Partners's Social MediaPopular SearchesO'Keeffe Financial Partners LLCO'Keeffe Financial PartnersKestra Financial IncO'keeffe FinancialOkeeffe Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

O'keeffe Financial Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'keeffe Financial Partne...

<$5M
1-10
Private
-
2007
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
1962
DH
Danyale HavensDirector, Marketing & Business Development
<$5M
1-10
Private
-
2017
DS
Deanna SuarezChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

O'keeffe Financial Partners Tech Stack

A closer look at the technologies used by O'keeffe Financial Partners

O'keeffe Financial Partners News & Media

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Frequently Asked Questions Regarding O'keeffe Financial Partners

What is O'keeffe Financial Partners's official website?
O'keeffe Financial Partners's official website is www.okeeffefinancialpartners.com
What is O'keeffe Financial Partners's Revenue?
O'keeffe Financial Partners's revenue is <$5 Million
What is O'keeffe Financial Partners's SIC code?
O'keeffe Financial Partners's SIC: 62,628
What is O'keeffe Financial Partners's NAICS code?
O'keeffe Financial Partners's NAICS: 52,523
How many employees does O'keeffe Financial Partners have?
O'keeffe Financial Partners has 1-10 employees
What industry does O'keeffe Financial Partners belong to?
O'keeffe Financial Partners is in the industry of: Finance, Securities Trading
What is O'keeffe Financial Partners competition?
O'keeffe Financial Partners top competitors include: Gainspoletti Wealth Planners, Eppolito Financial Strategies, 1776 Wealth, MoonDance Investment Advisors, LLC
What technology does O'keeffe Financial Partners use?
Some of the popular technologies that O'keeffe Financial Partners uses are: WordPress.org, reCAPTCHA, Google Universal Analytics, Google Font API
How do I contact O'keeffe Financial Partners?
O'keeffe Financial Partners contact info: Phone number: (973) 227-3660 Website: www.okeeffefinancialpartners.com
What does O'keeffe Financial Partners do?

O’Keeffe Financial Partners offers a comprehensive range of financial planning and investment services, including tax and estate planning strategies tailored to individual needs. Their client-centered approach focuses on delivering personalized experiences for business owners, corporate executives, families, retirees, and women investors. The firm... emphasizes sophisticated investment solutions and dedicated partnerships to help clients navigate the complexities of the financial landscape. With a team of experienced professionals, they guide clients in managing their wealth and achieving specific financial goals.Read More

What are O'keeffe Financial Partners social media links?
O'keeffe Financial Partners Linkedin page
Is O'keeffe Financial Partners a public company?
O'keeffe Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about O'keeffe Financial Partners

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