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      Certified Financial Planner

      General Info

      My services begin with getting to know my clients and their personal financial planning goals and unique retirement vision. Simply put, I listen first rather than talk.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 508-255-6543

      ExtraTollFree - 877-322-8228

      Address:
      25 Pond Rd Orleans, MA 02653
      Email:

      Link:

      www.okeefewealth.com

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      Categories
      Financing Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management
      Services / Products
      Securities Offered Through Cambridge Investment, Consultations
      Payment Options
      master card, amex, cash, discover, visa
      Accreditation

      Certified Financial Planner Professional

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.