Erik

O'Keefe, CFP®

Vice President, Investments

team_icon - white.png
Connect with
Erik
+1.716.514.9002
linkedIn_icon - Transparent.png
facebook_icon - white.png
twitter_icon - white.png
r70.png
What's My Risk Score?
one_on_one_icon_white.png
online-services-icon.png
calendar_icon.png
About
Erik

Erik O’Keefe is a Vice President, Investments with Moors & Cabot’s Lockport, NY office. A veteran of more than 15 years in the financial services industry, Erik works with his clients to build and implement a sound financial plan that encompasses their investments, protection plan, retirement cash flow strategy, and legacy plan.


Erik is a Certified Financial Planner® and holds Certification for Long-Term Care. He is a graduate of Newfane High School and the University of Buffalo. He and his wife, Cris, reside in Lockport and are active members of Hartland Bible Church.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

My Media Library

Video Channel
arrow&v

No Videos have been posted yet

Document Library

No Documents have been posted yet.

Image Gallery
1/0

No Images have been posted yet.

Useful Links

No Links have been posted yet.