4 Point Financial Revenue

Financial Services • Waltham, Massachusetts, United States • 1-10 Employees

4 Point Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at 4 Point Financial

David Keefe

President

Company overview

Headquarters	201 Jones Rd, Suite 620, Waltham, Massachusetts 02451, US
Phone number	+17816474100
Website	4-pointfinancial.com
NAICS	52
SIC	628
Keywords	Investments, Asset Protection, , Retirement Planning, Estate Planning, Legacy Planning, Wealth Preservation Planning, Business Insurance Planning
Employees	1-10
Socials

4 Point Financial Email Formats

4 Point Financial uses 1 email format. The most common is {first name} (e.g., john@4-pointfinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@4-pointfinancial.com	100%

About 4 Point Financial

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

4 Point Financial has never raised funding before.

4 Point Financial Tech Stack

Discover the technologies and tools that power 4 Point Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Amazon S3

CDN

Lodash

JavaScript libraries

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Linkedin Ads

Advertising

Azure

PaaS

Azure Front Door

Load balancers

Slick

JavaScript libraries

Open Graph

Miscellaneous

Font Awesome

Font scripts

Azure Edge Network

Miscellaneous

Frequently asked questions

4 Point Financial is located in Waltham, Massachusetts, US.

You can reach 4 Point Financial at +17816474100.

4 Point Financial generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

4 Point Financial has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

4 Point Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 4 Point Financial

David Keefe

President

4.8

40,000 users