Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Michael J O'Keeffe will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC
1 Huntington Quad, Melville, NY
11747, United States
Frequently Asked Questions About Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC
Who is Michael J O'Keeffe and what services does he offer?
Michael J O'Keeffe is a financial advisor with Ameriprise Financial Services, LLC in Melville, NY. He offers financial planning, investment management, retirement and tax planning, insurance, and related services.
Where is Michael J O'Keeffe's Ameriprise office located?
The office is located at 1 Huntington Quad, Ste 3n15, Melville, NY 11747, United States.
How can I contact Michael J O'Keeffe for a consultation?
You can contact him by phone at +1 631-396-2075 or email at Michael.Okeeffe@ampf.com. Appointments can also be scheduled online via his reservation page.
Does Michael J O'Keeffe offer online or onsite financial advisory services?
Yes, he offers both online appointments and onsite services to accommodate clients' preferences.
What specialties does Michael J O'Keeffe focus on in his financial advising practice?
His specialties include retirement planning strategies, tax planning strategies, investment management, insurance, cash flow management, Social Security retirement benefits, saving for education, and retirement plan distribution.
Is Michael J O'Keeffe affiliated with any professional organizations or platforms?
He is affiliated with Ameriprise Financial Services, and more information about his credentials can be found on FINRA's BrokerCheck website.
Are there any legal services nearby that might complement financial planning needs?
Yes, nearby legal services include Ettinger Law Firm, Divorce Mediation & Family Services Of New York, Parkes Thomas J PC, Eisenberg Margolis & Maldonado, PLLC, Guttman & Guttman Attorneys, Brett Harrison, Esq., and The Harrison Law Group.
What financial services and institutions are located near Michael J O'Keeffe's office?
Nearby financial service providers and institutions include Cadex Solutions, Merchants Property Solutions, GetixHealth, Mi Casa A Crédito, Lisa Margulefsky Nationwide Mortgage Bankers, Danica Mattei, Scot Gale, JMS Global, WKFC Underwriting Managers, F and S CPAs LLP, APS Pension & Financial Services, The Accredited Group, Dime Community Bank, Slater, Kavitt and Schultz, Clear Point Advisors Inc., Lipsky Tax Services, Sele Dent Inc, HSBC Commercial Banking, and Nationwide Mortgage Bankers, Inc.
Are there any community or charitable organizations near the financial advisor's office?
Yes, The Maurer Foundation, a community services non-profit and charity organization, is located nearby.
What nearby services might clients find useful when visiting Michael J O'Keeffe's office?
Clients might find payroll services at ADP Melville useful, as well as the jewelry store Lulu Rose Couture for retail needs.