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David F. Keefe III, Eagle Strategies LLC
David F. Keefe III, CLU

Providing financial solutions for over 15 years.



As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to minimize estate taxes, fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a trained professional, I can help you identify your financial needs and then design a strategy that can best help you meet your objectives.

Please use my web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


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, PA, RI and SC. 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, Member FINRA/SIPC, a Licensed Insurance Agency. 800 South St Ste 420, Waltham, MA 02453, 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.

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

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, nor David F. Keefe III, provides legal, or accounting advice.  Please consult your own tax, legal, or accounting professional before making any decisions.
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