Welcome to O'Keefe Investment Management!

We are an independent financial planning firm specializing in your retirement saving and retirement income planning. We work with individuals, employers, and retirement plan sponsors. We provide customized investment advice to help you plan for and reach your own unique financial goals.

On this site, you can access your account, get up-to-date information about the financial markets, and view resources to help you become a more knowledgeable investor. 

If you are not currently acquainted with us, please see the About Us and Our Services pages to see what it means to work with a completely independent financial advisor. We welcome you to use the tools and resources available on our site. If you would like to learn more about us or our process, please call or e-mail us to schedule a meeting. We would love to meet you!

Tom O'Keefe            tpo@okeefeinvest.com

David Anderson      dave@okeefeinvest.com   


Featured Content: Latest Article and Market Commentaries

Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

View the Featured Article


Last Updated: 12/15/14




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This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, MA, MD, ME, NH, OH, RI, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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