O’Keefe Stevens Advisory

State:
City: Rochester

Website: https://okeefestevens.com

Industry: Financial Services
Founded: 2017

At O’Keefe Stevens Advisory, we believe that financial planning is not just about numbers; it’s about people. Our mission is to partner with individuals to create personalized financial plans that truly reflect their goals and aspirations. We pride ourselves on our collaborative culture, where every team member’s voice is valued and heard. Here, you’ll find a warm, inviting environment that fosters growth and creativity.

Our team is a diverse mix of passionate individuals who bring unique perspectives to the table. We work closely together, sharing insights and strategies to ensure that our clients receive the best possible service. The camaraderie among colleagues is palpable, making every day feel like a new adventure. Plus, we celebrate each other’s successes, big and small, which adds to the overall positive atmosphere.

We’re committed to your professional development. O’Keefe Stevens Advisory offers various learning opportunities, from workshops to mentorship programs, ensuring you have the tools and support to advance your career. Our leadership is dedicated to fostering an environment where you can thrive, encouraging you to take initiative and explore new ideas.

Work-life balance is a priority for us. We understand that flexibility is key to maintaining a healthy lifestyle, so we offer options that allow you to manage your time effectively. Whether you prefer to work remotely or in the office, we support your choices to help you achieve that balance.

In addition to a competitive compensation package, we provide benefits that truly matter. From health and wellness programs to retirement planning assistance, we ensure that our team members feel secure and valued. At O’Keefe Stevens Advisory, we’re not just building financial plans; we’re building a community.

Benefits of Working at this Company

  • Supportive team culture that values collaboration and open communication.
  • Strong focus on professional development with access to workshops and mentorship.
  • Flexible work arrangements to promote a healthy work-life balance.
  • Comprehensive benefits package that includes health and wellness programs.
  • Encouragement for creative thinking and initiative in projects.

Disadvantages of Working at this Company

  • Fast-paced environment may require quick adaptation to changes.
  • Workload can fluctuate, leading to busy periods.
  • Some roles may involve client-facing responsibilities that require strong interpersonal skills.

Rate this Company

Tell us your Opinion on this Company

No reviews yet.
Scroll to Top