Keane Technology Service Co

EF Financial is an independent wealth management firm located in Boston, MA, offering comprehensive financial planning and investment management services to individuals, families, and entrepreneurs. Led by David K. Gillespie, an experienced financial advisor, the firm takes pride in its collaborative approach, providing personalized service and professional advice to help clients achieve their financial goals. With almost twenty years of portfolio management experience, EF Financial simplifies the complexities of the financial industry by offering three distinct services: comprehensive financial planning, investment management, and insurance protection. By working closely with clients, the firm develops tailored strategies that are relevant, realistic, and adaptable, ensuring that their financial plans align with their goals. As an independent boutique, EF Financial prioritizes trust, consistency, and integrity, striving to earn clients' trust and provide objective advice that is always in their best interest.Generated from the website