Testimonials

"I signed up with Dennis over 25 years ago. I am still there. I have complete trust and confidence in his ability to do what's best for my situation.

Life can throw many changes at you over that many years and I always appreciate his advice, professionalism, and friendship."

- Eric Blomquist, Verizon retiree, Southern New Hampshire
 

"I have been working with Dennis for many years as he helped me find proper investments when I left NYNEX.  He first helped me move the monies with no tax consequences and then has helped manage and grow them for several years such that I can actually contemplate retirement in the fairly near future!

Dennis is sincerely interested in making sure that my husband and I are able to meet our financial goals now and the future.  He is always available for an “I’m thinking about doing such and such” call and even encourages them over and above our regular check-in meetings and calls.  I highly recommend Dennis as your financial advisor.  You will not be disappointed!"

- Cathy Edington, Former Verizon Employee, Southeastern Massachusetts

"I’m Ed O’Connor a retired Verizon manager who began a successful and meaningful collaboration with Dennis 22 years ago. He has guided my wife and I through all manner of financial decisions during the transition to retirement. I retired from Verizon in 2002. Dennis is not only a financial advisor but also a friend and trusted confidant. I highly recommend Dennis to friends and family.

Dennis has always been available for any questions or concerns that may occur. We are privileged to know such an honest, intelligent and professional individual."

- Eddy O’Connor, Verizon Retiree, Southeastern Massachusetts 

"When I was preparing to “get” retired from Verizon (RIF) in early 2007, I had no idea where to turn in the finance arena.  I asked a co-worker who she dealt with for financial planning and she gave me Dennis’ contact information.  Dennis and my husband and I had a phone conversation and a face-to-face meeting and that was it!!!  No need to look any further.  And in all these 14 years since have been extremely happy.

Dennis has always been very responsive to emails and voicemails regarding questions and concerns I’ve had involving real estate, taxes, wills, trusts… and stuff that may not exactly be in his wheelhouse.  I can’t say enough positive things about Dennis and his company."

- Sue Broomhead, Verizon Retiree, Rhode Island  

"I started working for Verizon (New England Telephone) on March 3, 1980 at the age of 25.  After 30 years of service and being forced to cut heads multiple times in my team, I started to think about leaving.  At the time I did not have a financial advisor so I asked a few friends for recommendations. Dennis of Successful Money Strategies came highly recommended.   

I gave Dennis a call and explained what I was thinking about doing.  He quickly set up an appointment for me to review my finances and to give me his thoughts. Dennis had a wealth of knowledge about Verizon prior to our meeting which made things much easier to discuss me leaving.  Dennis reviewed all my info and together we agreed I was ready to go.  Soon after the decision was made, there was another head count reduction, so I “volunteered“ to leave and haven’t regretted my decision once. 

Once retired I sold everything in New England and moved to KeyWest Fl. Thankfully Dennis is available by phone and email to answer any questions/ concerns I may have."

-  Tom Fagan, Verizon Retiree, Florida 

"I am delighted to have Dennis as my financial advisor. He is knowledgeable, experienced, and trustworthy. Dennis took the time to get to know me, my personal circumstances, and understand my future goals. 

I worked for Verizon for 35 years and decided to take a buyout offer at age 55 so that I could help take care of my grandchildren. Though it was a bit scary at first Dennis was very helpful and reassuring throughout the process.

I am loving retirement!  I so enjoy the grandchildren and I have some fun time for me too. "

-  Jennifer Amaral, Verizon Retiree, Southeastern Massachusetts 

"I’ve been retired since 1995 and that’s when we first started to use Dennis for our financial advice.  We have had nothing but success.  We are very happy with his services. Dennis & his staff are experts in your field and very professional.  Thanks again! "

-  Richard Pitrone, Verizon Retiree, Rhode Island
 

"About 25 years ago, I decided to hire a financial advisor to help me develop and implement an estate plan, including management of assets and investments before and after retirement. 

I interviewed five advisors and there was only one who had a comprehensive knowledge of Verizon’s savings, medical, and insurance plans and only one I would trust to make suggestions, recommendations, and decisions that were based on the financial goals of his clients, first and foremost, at all times. 

When anyone I know needs a financial advisor who has the experience, along with the competence, to prepare a detailed plan that will help them to enjoy the “golden years” of retirement that they imagine or envision, I say, without hesitation, “Call Dennis O’Keefe ... today."

- William Welch, Verizon Retiree, Northern Massachusetts 

" I am so very fortunate to have met Dennis in my 30's. I am in my 60's now & many life events have occurred....all of which Dennis has counseled me through. He is available to me not only as a financial advisor but a friend as well. 

It was a very difficult time for me when my husband passed away at a young age. Dennis helped me see a new future without my husband. When a Verizon retirement offer was presented to me Dennis reassured me that it was the right time and that I would be financially secure on my own. 

I sold the home I shared with my husband for over 20 years and I purchased a condo for myself. Difficult times and Dennis was always there. He has managed my finances in such a way that I can truly say I have no financial concerns. I am well aware how very lucky I am to be able to make that statement. I live a very happy, comfortable life. 

Dennis has a personal touch and concern for my well-being that is very special in this hurry up world we live in.  I feel blessed that he is in my life. Five Star rating! "

-  Mary Reavey, Verizon Retiree, Rhode Island