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.


4 Point Financial

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4 Point Financial

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