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O'Keefe Stevens Advisory, Inc. One Busch & Bomb Place, Suite 920 Rochester, New York 14604 (585) 3406538 www.okeefestevens.comFirm Brochure (Part 2A) Item 1 Cover Pages brochure provides information
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Okeefe Stevens Advisory Inc is a financial advisory firm that provides a range of investment and wealth management services to clients.
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The purpose of Okeefe Stevens Advisory Inc is to provide clients with advice on financial planning, investments, and asset management to help them achieve their financial goals.
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Information that must be reported includes client financial details, service agreements, transaction history, and any relevant disclosures regarding fees or conflicts of interest.
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