Joseph G O'Keefe - Financial Advisor, Ameriprise Financial Services, LLC - Bedford, New Hampshire

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Joseph G O’Keefe – A Dedicated Financial Advisor

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For individuals and families seeking comprehensive financial planning and investment services, Joseph G. O’Keefe, a Financial Advisor with Ameriprise Financial Services, LLC, offers personalized guidance and support. Located at 5 Bedford Farms Dr Fl 3, Bedford, NH 03110, Mr. O’Keefe strives to build lasting relationships based on trust and a deep understanding of his clients’ unique financial goals. He is committed to providing tailored solutions designed to help clients navigate the complexities of the financial landscape and achieve long-term prosperity.

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About Joseph G. O’Keefe

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Joseph G. O’Keefe brings a wealth of experience and a client-centric approach to his role at Ameriprise. He specializes in assisting clients with a wide range of financial needs, including retirement planning, college savings, estate planning, and investment management. His expertise extends beyond simply recommending products; he focuses on developing comprehensive strategies aligned with each client’s specific circumstances, risk tolerance, and aspirations. Mr. O’Keefe’s dedication to ongoing education and staying abreast of market trends ensures that his clients receive informed and proactive advice.

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Key Services Offered

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• Financial Planning: Mr. O’Keefe conducts thorough financial assessments to identify clients’ current financial situation, future goals, and potential challenges. This information forms the foundation for creating a customized financial plan.

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• Investment Services: He offers a range of investment options, including mutual funds, ETFs, and variable annuities, carefully selected to align with clients’ risk profiles and objectives. He provides ongoing portfolio management and regularly reviews investment performance.

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• Retirement Planning: He assists clients in developing strategies to ensure a comfortable and secure retirement, considering factors such as savings, income, and healthcare costs.

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• College Savings Planning: For families with children, Mr. O’Keefe helps establish college savings plans, exploring options like 529 plans and other investment vehicles.

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• Estate Planning: While he doesn't offer legal advice, he collaborates with estate planning attorneys to ensure clients' assets are protected and distributed according to their wishes.

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Location and Contact Information

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Clients can easily reach Joseph G. O’Keefe at his office located at 5 Bedford Farms Dr Fl 3, Bedford, NH 03110. His phone number is 36681273. To schedule an appointment or discuss your financial needs, we recommend contacting him directly.

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Online and Onsite Accessibility

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Recognizing the convenience of modern communication, Mr. O’Keefe offers online appointments, allowing clients to connect remotely. For those who prefer an in-person meeting, he provides onsite services at his Bedford, New Hampshire office. The office is equipped to accommodate clients with disabilities, featuring a wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating. Restrooms are also readily available.

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Client Feedback and Reputation

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Currently, Joseph G. O’Keefe’s firm has 0 reviews on Google My Business. This indicates a relatively new presence and an opportunity for clients to share their experiences. Despite the lack of reviews, Mr. O’Keefe's commitment to providing personalized service and sound financial advice remains paramount. We encourage prospective clients to contact him directly to learn more about his approach and discuss their individual needs. The average opinion, based on the current review count, is 0/5, suggesting the need for more client testimonials to build a stronger reputation.

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Additional Points of Interest

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Appointments are recommended to ensure adequate time for a comprehensive financial discussion. He is dedicated to providing a comfortable and productive experience for all clients.

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Website: ameripriseadvisors.com

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