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Dennis O
CFP®, Series 63, Series 65
Fall River, MA
Successful Money Strategies Inc
Dennis O'Keefe is a CFP® professional with 22 years of experience advising clients at Successful Money Strategies Inc., a firm he has been with since 1993. He holds Series 63 and Series 65 licenses and also maintains a small residual insurance commission business as an insurance agent. Successful Money Strategies Inc. provides financial planning and discretionary investment management primarily for individuals, including high net worth clients, as well as select charities, trusts, and small businesses. The firm uses custom asset-allocation models focused on no-load mutual funds, Treasury bonds, and negotiable CDs, with accounts mainly custodied at Charles Schwab.
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