BluePoint Financial

BluePoint Financial LLC (BPF) was formed in 2012 to combine the employee benefits and financial advisory services of two well-established practices into a single team. Collectively, the BluePoint partners bring decades of experience in the financial services and insurance industries.  For our clients, the creation of BluePoint Financial allows us to tap into expanded capabilities within our combined expertise, which includes financial, retirement, and estate planning, coupled with asset management and employee benefits.