BBB Business Review
This Business is not BBB accredited
Oldham Harris, Inc.
Phone: (262) 657-0805 Fax: (414) 281-9745 View Additional Phone Numbers 3033 W. Layton Ave. Suite 201, Milwaukee, WI 53221
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This company offers income and tax reduction planning, I R A'S, 401K, and I R A rollovers, estate planning and preservation, life insurance, longterm care, Medicaid, and nursing home planning services.
This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Oldham Harris, Inc. include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
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.
These agencies may include:
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
Type of Entity
Business ManagementMr. Gregory L. Oldham, Owner Ms. Jeannie Smith
Financial Planning Consultants Insurance - Life Insurance - Long Term Care Insurance - Senior Products Insurance Consultants Investment Advisory Service Retirement Planning Service Attorneys & Lawyers - Estate Planning Attorneys & Lawyers - Patent Taxes - Consultants & Representatives