David Keefe III, 4-Point Financial
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My Engagement
NE500: Regular Club
MA: Waltham (WALT)
Last updated: 2/13/2019
Mr. David Keefe III, Life Insurance Advisor, 4-Point Financial
NE500 Member -- NE500: Regular Club: MA: Waltham (WALT)
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Professional Information
Life Insurance Advisor
201 Jones Rd
Ste 620
02451-1614  United States
 [ Map ]
781 894-0488 (Phone)
781 398-1340 (Fax)
  We specialize in understanding the value of our clients Human Capital and the providing advice on the best way to insure that. With over 20 years of experience we are suited to get to the core of issue. We work well with the business owner who is looking to reduce risk in his company for himself and his family. A business owner who wants to protect his family and accumulate wealth on a tax deferred and tax free basis is our best client.
  Our practice is focused on review, design and implementation of life insurance products for business owners and individuals. We are set up to then service our clients as their needs change over time.
  Annuities, Disability, Life, Long Term Care
  New England
  Northeastern University
  Bachelors in Marketing
Additional Information