Who We Are
Successful Money Strategies’ goal is to develop strategies
that could save you money in income and estate taxes, and protect your estate from
nursing home costs. We also create proprietary investment strategies built around
your retirement goals.
The majority of our clientele are between the ages of
47 and 72 and are looking to protect their assets and investments from income
taxes, the ravages of a nursing home stay, and estate taxes. Many of them are
active or former employees of the local electric and telephone companies.
Owner Dennis J. O'Keefe, CFP
handles all client
interaction. It is our philosophy that a client should always deal with a
decision maker in the firm.
Successful Money Strategies is located at:
10 North Main Street
Fall River, MA 02720
Telephone (508) 730-2300
E-mail info@successfulmoney.com
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Dennis
J. O'Keefe, CFP |
Dennis knew what he wanted
to do with his life from junior year in high school. His desire to become
a financial planner led him to a Bachelor of Science degree from Bentley
College.
In over a decade in financial planning, Dennis has developed
his comprehensive view of client situations. His specialties are in the fields of
estate planning, taxes, long term care, and comprehensive planning. Dennis
currently holds his Certified Financial Planner certification. When not at
work, Dennis spends his time with his wife and daughters at their home in
Southeastern Massachusetts. |
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Donna
Medeiros
Administrative Assistant |