Contact David Keefe

David Keefe welcomes inquiries from individuals, families, and business owners in the Greater Boston area, including Waltham, Newton, Watertown, and surrounding communities. Through 4-Point Financial, LLC, he provides financial planning guidance informed by more than 32 years with New York Life, ChFC and CLU designations, and specialized experience in long-term care, elder care financial planning, life insurance strategies, and charitable giving.

Prospective clients may contact 4-Point Financial, LLC to learn more about available services, request information, or schedule an introductory consultation.