Tan Medley

Client Service Manager at Bluepoint Financial - Bethesda, MD, US

Tan Medley's Colleagues at Bluepoint Financial
David Moler

Director of Investments

Contact David Moler

Tan Medley's Contact Details
HQ
301-214-6790
Location
Washington D.C. Metro Area
Company
Bluepoint Financial
Tan Medley's Company Details
Bluepoint Financial logo, Bluepoint Financial contact details

Bluepoint Financial

Bethesda, MD, US • 20 - 49 Employees
Financial Services

BluePoint Financial LLC (BPF) was formed in 2012 to combine two well established practices into a single team. For our clients, the creation of BluePoint Financial means the ability to tap into extended capabilities within our combined expertise, which includes benefits, asset management, as well as financial, retirement and estate planning. Developing client relationships based on trust is the foundation of our practice. At BluePoint Financial our mission is to create a client experience focused on achieving goals and objectives through a proven process. This process, driven by honesty and integrity focuses on what is most important to our clients: protection, stability and security. As a firm, our goal is exceed our client's expectations of customer service and responsiveness through an attention to detail and an understanding of what matters most.

Financial Planning Wealth Management Life Insurance Disability Insurance Estate Planning Retirement Planning Asset Management Client Planning Long-Term Care Executive Benefits Retirement Programs and Planning Business Planning Personal Insurance Planning
Details about Bluepoint Financial
Frequently Asked Questions about Tan Medley
Tan Medley currently works for Bluepoint Financial.
Tan Medley's role at Bluepoint Financial is Client Service Manager.
Tan Medley's email address is ***@sfgroup1.com. To view Tan Medley's full email address, please signup to ConnectPlex.
Tan Medley works in the Financial Services industry.
Tan Medley's colleagues at Bluepoint Financial are Domenic Marzullo, David Moler and others.
Tan Medley's phone number is 301-214-6790
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