Aegis Capital Beaumont Financial Planning

Aegis Capital offers financial planning for Southeast Texans. Aegis Capital EatDrinkSETX Mildred Building Katherine & Company

Tim O’Halloran assists his clients with all aspects of financial planning including:

  • Retirement Planning
  • Stocks
  • Bonds
  • Annuities
  • College Planning, including the Lonestar 529 plan

Tim began his career with Aegis Capital on Wall Street and was transferred to Beaumont to open their Southeast Texas financial planning office in the historic Mildred Building on Calder.

He found that Beaumont investors face many of the same challenges as his Manhattan clients – planning their retirements, ensuring their kids will be able to go to college, and maintaining their lifestyle into their golden years.

He has married and is raising a family in Southeast Texas. He loves the Southeast Texas friendliness, food, and values.

Tim O’Halloran is a member of the Beaumont Chamber of Commerce and a graduate of Leadership Beaumont.

Tim has worked hard to assist his Southeast Texas investment clients with the right blend of Wall Street experience and Texas values.

Are you looking for a Beaumont financial planner that will help you achieve your goals?

Schedule a consultation with Tim O’Halloran and Aegis Capital Beaumont.

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