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 Seattle, WA area, Kevin W O'Keefe 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
Kevin W O'Keefe - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kevin W O'Keefe - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kevin W O'Keefe offer as a financial advisor?
Kevin W O'Keefe offers services including investment management, wealth preservation, estate and tax planning, retirement and business retirement plans, cash flow strategies, and executive compensation planning.
Where is Kevin W O'Keefe's office located?
The office is located at 520 Pike St, Ste 2725, Seattle, WA 98101, United States.
What are the office hours for Kevin W O'Keefe’s financial advisory services?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with Kevin W O'Keefe?
You can schedule an appointment through the online contact page at https://www.ameripriseadvisors.com/Kevin.w.Okeefe/contact.
Does Kevin W O'Keefe offer online appointments?
Yes, online appointments are available along with onsite services.
What is the best way to contact Kevin W O'Keefe directly?
You can reach him by phone at +1 206-926-5302 or email at Kevin.w.Okeefe@ampf.com.
Which nearby financial advisors could I also consider in the Seattle area?
Nearby financial advisors include Albert Israel, Andrew Rothman, Scott Lorenzen, John Bender, Scott Rethke, Jennifer Theissing, Curt Pederson, Mark Peterson, and Greg Rupert, all offering various financial services.
What nearby dining options are available near Kevin W O'Keefe’s office?
Morton's The Steakhouse is located nearby, providing an excellent option for dining before or after your appointment.
Are there any nearby retail or shopping locations near Kevin W O'Keefe's office?
Yes, The North Face Pike Street and Helly Hansen stores offer outdoor gear and clothing, perfect for shopping around your visit.
How can nearby places like United Business Bank assist customers visiting Kevin W O'Keefe?
United Business Bank nearby offers banking and investment services which may complement your financial planning with Kevin W O'Keefe.