Timothy Ohalloran
President at Blue Point Financial, Inc. | Scarborough, Maine, United States
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Timothy Ohalloran, as President of Blue Point Financial, Inc., brings over three decades of experience in the financial services industry, rooted in a deep commitment to empowering clients to make informed decisions about their financial futures. After returning to Maine in 1990, Timothy embarked on his career with National Life Insurance Company, where he quickly honed his skills in comprehensive financial planning and investment strategies. His firsthand experiences witnessing the consequences of inadequate financial guidance fueled his passion for helping individuals and families navigate the complexities of financial planning.
At Blue Point Financial, Timothy leads a dedicated team that specializes in a wide range of services, including retirement income planning, life, disability, and long-term care insurance, as well as business succession planning. His expertise extends to developing tailored college funding strategies and qualified retirement plans, ensuring that clients can achieve their financial goals while securing their legacies. Under his leadership, Blue Point Financial has successfully implemented key projects that focus on holistic financial wellness, integrating estate planning into the broader financial strategy to provide clients with a comprehensive roadmap for their futures.
Timothy's approach is characterized by a client-centric philosophy, where he emphasizes the importance of building lasting relationships based on trust and transparency. His commitment to ongoing education and staying abreast of industry trends allows him to offer innovative solutions that adapt to the evolving financial landscape. As a member of FINRA/SIPC through Triad Advisors, LLC, Timothy ensures that Blue Point Financial adheres to the highest standards of compliance and ethical practice, further solidifying his reputation as a leader in the financial services sector.
President at Blue Point Financial, Inc. in January 2003 to Present
Agent at National Life Group in March 1992 to June 2019
Registered Representative at Equity Services, Inc. in March 1992 to June 2019
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Comprehensive Financial Planning
Investment Strategies
Retirement Income Planning
Life, Disability, and Long Term Care Insurance
Business Succession Planning
College Funding Strategies
Qualified Retirement Plans
Estate Planning
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What is Timothy Ohalloran email address?
Email Timothy Ohalloran at [email protected]. This email is the most updated Timothy Ohalloran email found in 2026.
What is Timothy Ohalloran phone number?
Timothy Ohalloran phone number is +12078832009.
How to contact Timothy Ohalloran?
To contact Timothy Ohalloran send an email to [email protected]. If you want to call Timothy Ohalloran try calling on +12078832009. (updated on October 30, 2024)
What company does Timothy Ohalloran work for?
Timothy Ohalloran works for Blue Point Financial, Inc.
What is Timothy Ohalloran's role at Blue Point Financial, Inc.?
Timothy Ohalloran is President
What industry does Timothy Ohalloran work in?
Timothy Ohalloran works in the Financial Services industry.
Timothy Ohalloran Email Addresses
Timothy Ohalloran Phone Numbers
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