portrait of Tim Bullock
FINANCIAL ADVISOR

Tim Bullock

CFP®
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Active Lifestyle
  • Cooking
  • Golfing
  • Health & Nutrition
  • Personal Fitness

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(888) 777-4721

Branch Team

  • Kristy Sherwood
    Sr. Branch Office Administrator

Office Address

39 North State Street
Westerville, OH 43081opens in a new window

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