Fergus M.
8/9/2024
I have had 23 years of personal and business financial advice and planning, Taxation compliance and service, family succession planning and support - all of it excellent and at reasonable cost....
Michael J. O'Keeffe, CPA
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730 Main St
Millis, MA 02054
Michael J. O'Keeffe, CPA is an independent provider of financial and tax services based in Millis, MA. With expertise in portfolio management, financial planning, and investments, their team helps clients make important decisions regarding their financial future. They offer a customized approach, assessing each client's complete financial picture and creating a tailored financial plan to help them achieve their long-term goals and dreams for investment growth and stability.
MOK Financial Planning Tax, Inc. has been providing investment advisory services since September 2017 and is registered as a corporation under the laws of the State of Massachusetts. Their mission is to help clients save money, reduce stress, and focus on their real priorities by offering expert financial and tax services. Whether it's choosing the right retirement plan, avoiding tax penalties, or creating financial structures to minimize taxes and maximize wealth, Michael J. O'Keeffe, CPA is dedicated to helping clients plan for success.
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Reviews
5.02 reviewsPeter O.
2/11/2022
Best CPA in the area! Very efficient, personable and a great guy to know. He's been doing out taxes for several years now and never a problem.
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