David F. Keefe III, CLU, ChFC with 4-Point Financial provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
David F. Keefe III, CLU, ChFC is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
My California Insurance license number is 0F60751
David F. Keefe III, CLU, ChFC is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 201 Jones Road, 5th Floor, Waltham, MA 02451
David F. Keefe III, CLU, ChFC is also a Financial Adviserwith Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.
David F. Keefe III, CLU, ChFC is not licensed in all jurisdictions.
4-Point Financial is not owned or operated by New York Life Insurance Company or its affiliates.
Company Details
- Employees
- 4
- Address
- 201 Jones Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.4-pointfinancial.com/
- Keywords
- Asset Protection, Estate Planning, Retirement Planning, Investments, Business Insurance Planning, Legacy Planning, Wealth Preservation Planning.
- HQ
- Waltham, Massachusetts
4 Point Financial Questions
4 Point Financial's website is http://www.4-pointfinancial.com/
4 Point Financial's LinkedIn profile is https://www.linkedin.com/company/4-point-financial
4 Point Financial has
4 employees.
View email and phone details for 4
employees at 4 Point Financial.
4 Point Financial's industry is
Financial Services
4 Point Financial's top competitors are
Wealth Enhancement,
Four Point Capital Advisors,
Corient,
Artisan Partners,
Ima | Investment Management Associates,
Sapers & Wallack, Inc.,
Dubin Research & Consulting (Drc),
Wes Young & Associates.
4 Point Financial's categories are Financial Services
