BBB Accredited Business since
Phone: (262) 342-5057 Fax: (866) 537-1745 300 Robert St, Burlington, WI 53105
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This company offers insurance benefits including health, disability and retirement analysis for small businesses and individuals. They also provide benefits review for federal employees pensions and TSP plans.
Request a Quote
View Business Review Inquiries
A BBB Accredited Business since
BBB has determined that 1st Opulence Financial, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for 1st Opulence Financial, LLC include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
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:
Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office
Indiana Department of Insurance
311 West Washington Street, Suite 300, Indianapolis IN 46204-2787
Fax Number: 317-232-5251
Illinois Department of Financial & Professional Regulation
320 West Washington Street, 4th Floor, Springfield IL 62767-0001
Fax Number: 217-782-5020
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Brian W. Whitaker, Owner Mr. Sharif Bakhoum, Owner
Insurance - Employee Benefits Insurance - Health Insurance - Disability Retirement Planning Service All Other Insurance Related Activities (NAICS: 524298)
Products & Services
1st Opulence Financial, LLC offers the following product(s): Life Insurance, Health Insurance , Long Term Care, Fixed Index Annuities
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview