Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Kevin O'Keefe is my financial advisor. He is very good at what he does he goes above and beyond. I've been with him since 2016 and he's made me over $250,000. If you're looking for a financial advisor who cares about your financial well-being when it's time for you to retire. I highly recommend you go and see Kevin. Call and make an appointment his office manager Mari is awesome they treat you just like family. I'm moving to the mainland but I intend to keep Kevin as my financial adviser. Excellent customer service you can't beat it I'm so happy that I found him he meets with me every year to take a look at my financial stability that's hard to come by.
BH
Bili Hofheimer
Apr 1, 2017
5.0
I have been with Kevin for more than a decade. His services, knowledge and genuine caring reflects my portfolio! His guidance is a result of being able to retire at age 60.....nanny nanny boo boo! thank you Kevin!
RP
Regino Patague
Mar 9, 2017
5.0
Been a long time customer and the service I've received from the team and Kevin's office has always been top notch. Everything is always explained and they make themselves available at All times when I have needs.
MF
M F
Apr 10, 2013
2.0
DO NOT GO TO THIS MAN. Mr. O'Keefe tried to swindle me out of $10,000.00 a couple years back - he claimed that he was not aware of this money; tried to play me for a FOOL! A liar and a crook - AVOID AT ALL COSTS!!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin M O'Keefe
What services does Edward Jones - Financial Advisor: Kevin M O'Keefe offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Kevin M O'Keefe located?
The office is located at 1001 Kamokila Blvd, Suite 327, Kapolei, HI 96707, USA.
How can I contact Edward Jones - Financial Advisor: Kevin M O'Keefe?
You can contact them via phone at +1 808-674-0200 or email kevin.okeefe@edwardjones.com.
Does Edward Jones have a mobile app for easy access to services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for convenient access.
Can I schedule a consultation with Kevin M O'Keefe online?
Yes, you can schedule a consultation through the contact page on Edward Jones website dedicated to Kevin M O'Keefe.
What languages are spoken at Edward Jones - Financial Advisor: Kevin M O'Keefe?
The services are offered in English.
What are Edward Jones's competitors in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
How can nearby Aloha Pacific Federal Credit Union be useful when visiting Edward Jones?
Aloha Pacific Federal Credit Union nearby can assist you with banking needs complementary to your investment planning at Edward Jones.
Are there mortgage lenders close to Edward Jones for clients interested in home financing?
Yes, nearby mortgage lenders include Tess Keliikoa - SecurityNational Mortgage Company Loan Officer and Cecilia Villafuerte.
What other financial services are accessible near Edward Jones - Financial Advisor: Kevin M O'Keefe?
Nearby financial services include Navy Federal Credit Union, Fort Street Investment Corporation, and several real estate agents like Rommel Del Rio Munoz and Isaac Serrano.