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          Additional Information

          Outlook Financial Center

          View full profile

          This is a multi-location business.

          Find a Location

          Outlook Financial Center has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.
            Location of This Business
            305 Public Square SE, Ste. 4, Troy, OH 45373-3894
            Email this Business
            BBB File Opened:
            12/19/2016
            Years in Business:
            21
            Business Started:
            11/1/2002
            Business Incorporated:
            11/2/2016
            Accredited Since:
            12/30/2016
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            BBB records show a license number of 1129516 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2024.

            These agencies may include:

            Ohio Department of Insurance

            50 W Town St, Ste 300

            Columbus OH 43215

            (800) 686-1526

            https://www.insurance.ohio.gov

            BBB records show a license number of 282042 for this business, issued by Securities and Exchange Commission (SEC)

            These agencies may include:

            Securities and Exchange Commission (SEC)

            450 Fifth Street, N.W.

            Washington DC 20549

            (202) 942-7040

            Type of Entity:
            Limited Liability Company (LLC)
            Alternate Business Name
            • Wellness Investment Advisers LLC
            Business Management
            • Mr. Robert Burnette, CEO
            Contact Information

            Principal

            • Mr. Robert Burnette, CEO

            Customer Contact

            • Mr. Robert Burnette, CEO
            Additional Contact Information

            Fax Numbers

            • (937) 552-9999
              Primary Fax

            Phone Numbers

            Email Addresses

            Serving Area
            • Beavercreek, OH
            • Beavercreek Township, OH
            • Brookville, OH
            • Carlisle, OH
            • Casstown, OH
            • Centerville, OH
            • Clayton, OH
            • Covington, OH
            • Dayton, OH
            • Englewood, OH
            • Farmersville, OH
            • Fletcher, OH
            • Franklin, OH
            • Germantown, OH
            • Hamilton Township, OH
            • Harveysburg, OH
            • Huber Heights, OH
            • Kettering, OH
            • Kings Island, OH
            • Kings Mills, OH
            • Laura, OH
            • Lebanon, OH
            • Ludlow Falls, OH
            • Maineville, OH
            • Mason, OH
            • Miamisburg, OH
            • Middletown, OH
            • Moraine, OH
            • Morrow, OH
            • New Lebanon, OH
            • Oakwood, OH
            • Oregonia, OH
            • Phillipsburg, OH
            • Phoneton, OH
            • Piqua, OH
            • Pleasant Hill, OH
            • Pleasant Plain, OH
            • Potsdam, OH
            • Potsdm, OH
            • Riverside, OH
            • South Lebanon, OH
            • Springboro, OH
            • Sugarcreek Township, OH
            • Tipp City, OH
            • Trotwood, OH
            • Troy, OH
            • Union, OH
            • Union City, OH
            • Vandalia, OH
            • Washington Township, OH
            • Waynesville, OH
            • West Carrollton, OH
            • West Carrollton City, OH
            • West Milton, OH
            Service Type
            Products and Services
            Insurance (life, disability, long-term care) Annuities (fixed and fixed index) Investment strategies and advice (stocks, bonds, mutual funds, and ETFs) College planning (financial, social, and academic) Tax preparation Medicare planning and products
            Payment Methods
            • Check
            • Discover
            • MasterCard
            • Visa
            • Check, American Express, MasterCard, Visa
            Refund and Exchange Policy
            • Refunds and exchanges depend on the product or service being offered. Prior to entering into any agreement, all relevant information is provided in writing.
            Referral Assistance
            • Department of Financial Institutions
              77 S High St 21ST Fl
              Columbus OH 43215
              Phone Number: (614) 728-8400
              www.com.state.oh.us/ODOC/dfi/
            • Division of Securities
              77 S High St 22nd Fl
              Columbus OH 43215
              Phone Number: (614) 644-7381
              www.securities.state.oh.us/
            • Financial Industry Regulatory Authority
              1735 K Street
              Washington DC 20006
              Phone Number: (301) 590-6500
            • Ohio Department of Insurance
              50 W Town St, Ste 300
              Columbus OH 43215
              Phone Number: (800) 686-1526
              https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch
            • Securities and Exchange Commission (SEC)
              450 Fifth Street, N.W.
              Washington DC 20549
              Phone Number: (202) 942-7040
            Social Media

            Contact Information

            305 Public Square SE, Ste. 4

            Troy, OH 45373-3894

            Get Directions
            Visit Website
            Email this Business
            (937) 552-9990

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            Get a Quote

            Accreditation

            BBB accredited business

            Accredited Since: 12/30/2016

            Years in Business: 21

            BBB Rating

            A+

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Ratings

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