Justin Stevens

Justin Stevens Email and Phone Number

President @ O'Keefe Stevens Advisory, Inc.
Rochester, NY, US
Justin Stevens's Location
Rochester, New York Metropolitan Area, United States, United States
Justin Stevens's Contact Details
About Justin Stevens

For 15 years, I have made myself available to act as a sounding board for anyone who needs urgent financial advice - or just a second opinion. As President of O'Keefe Stevens Advisory, Inc. I work with a team of caring and talented individuals who share my passion for this important work. As a result of these efforts, our clients are able to navigate their retirement transition with confidence. If you're approaching a life transition and need a sounding board or a sympathetic ear, please know that we will always find the time to listen, and we'll do our best to help. O'Keefe Stevens Advisory, Inc. is an Independent Registered Investment Advisory based in Rochester, NY.

Justin Stevens's Current Company Details
O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory, Inc.

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President
Rochester, NY, US
Website:
okeefestevens.com
Employees:
8
Justin Stevens Work Experience Details
  • O'Keefe Stevens Advisory, Inc.
    President
    O'Keefe Stevens Advisory, Inc.
    Rochester, Ny, Us
    View
  • O'Keefe Stevens Advisory, Inc.
    President
    O'Keefe Stevens Advisory, Inc. Mar 2017 - Present
    O’Keefe Stevens Advisory, Inc. is a team of disciplined "value" investors. We believe that investors can make greater and more consistent gains when they invest in a diverse portfolio of securities acquired when those securities are priced below their intrinsic value.
    View
  • Sage Rutty & Co., Inc
    First Vice President, Financial Advisor
    Sage Rutty & Co., Inc Feb 2009 - Mar 2017
    Rochester, New York, Us
    Sage Rutty is a comprehensive financial planning organization, founded in 1915, and headquartered in beautiful Rochester, NY. I specialize in partnering with individuals and business owners to build behavioral based solutions that give us the optimal opportunity to reach our long-term financial goals.
    View

Justin Stevens Skills

Investments Finance Retirement Planning Small Business Strategic Financial Planning Financial Planning Leadership Mutual Funds Estate Planning Financial Advisory Portfolio Management Succession Planning Retirement Customer Service Series 7 Business Planning Mergers And Acquisitions Public Speaking 401k Private Equity 401 Retirement Savings Plans Tax

Justin Stevens Education Details

  • Nazareth University
    Nazareth University
    Finance

Frequently Asked Questions about Justin Stevens

What company does Justin Stevens work for?

Justin Stevens works for O'keefe Stevens Advisory, Inc.

What is Justin Stevens's role at the current company?

Justin Stevens's current role is President.

What is Justin Stevens's email address?

Justin Stevens's email address is js****@****tty.com

What is Justin Stevens's direct phone number?

Justin Stevens's direct phone number is +158551*****

What schools did Justin Stevens attend?

Justin Stevens attended Nazareth University.

What are some of Justin Stevens's interests?

Justin Stevens has interest in Social Services, Children, Skiing, Soccer, Education, Golf, Arts And Culture, Triathlon.

What skills is Justin Stevens known for?

Justin Stevens has skills like Investments, Finance, Retirement Planning, Small Business, Strategic Financial Planning, Financial Planning, Leadership, Mutual Funds, Estate Planning, Financial Advisory, Portfolio Management, Succession Planning.

Who are Justin Stevens's colleagues?

Justin Stevens's colleagues are Kristen Faso, Grace Stolberg, Marissa Bell, Peter Shaw O'keefe, Carly Flanigan, Cscp®.

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