Dennis J. O'Keefe, CFP | Successful Money Strategies

Dennis J. O'Keefe

(508) 730-2300

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 University.

With over 25 Years of 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.