Mok Financial Planning & Tax, Inc.

Mok Financial Planning & Tax, Inc. (CRD# 289716) is a financial advisory firm headquartered in Millis, MA. They manage $35,404,955 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
730 Main Street, 1-c, Millis, MA 02054
https://www.mokfpt.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $234,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Mok Financial Planning & Tax, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael O'keeffe, financial advisor Millis MA
Michael J. O'keeffe
CRD#: 5086632
730 Main Street, 1-c, Millis, MA 02054

Michael O'keeffe (CRD# 5086632) is an Investment Advisor Representative working at Mok Financial Planning & Tax, Inc. in Millis, MA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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