David F. Keefe III, an agent, is licensed to sell insurance through New York Life Insurance Company and is licensed with various other independent unaffiliated insurance companies in the states of CA, CT, MA, ME, NH, NY. CA Insurance license#: OF60751. No insurance business may be conducted outside these states referenced.

David F. Keefe III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, MemberFINRA/SIPC, a Licensed Insurance Agency. 201 Jones Rd, 5th Floor, Waltham, MA 02451, tel: 781-647-4100. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, MA, ME, NH, NY and RI. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Insurance Company.

*David F. Keefe III is also separately registered as an investment adviser representative, offering investment advisory and financial planning services through Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, MA, ME, NY and RI. Eagle Strategies LLC is a New York Life Company.

4-Point Financial is not owned or operated by NYLIFE Securities LLC or any affiliates.

David F. Keefe III is licensed to offer mutual funds and variable products. Market watch information is provided for informational purposes and is not considered an offering for securities.

Neither Eagle Strategies LLC or its advisors or affiliates, nor David F. Keefe III, provides legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.