Successful Money Strategies Inc.
Successful Money Strategies Inc. (CRD# 109829) is a financial advisory firm headquartered in Fall River, MA. They manage $130,049,000 in 559 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management130MILLION
Total Number of Accounts559ACCOUNTS
Average Account Value$232,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, RI, TX
Dennis Okeefe (CRD# 2217691) is an Investment Advisor Representative working at Successful Money Strategies Inc. in Fall River, MA and has over 26 years of experience in the finance industry. Dennis Okeefe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.