BBB Accredited Business Profile

Outlook Financial Center

Outlook Financial Center

Outlook Financial Center

15 years in business
Headquarters
1930 Prime Court, Ste. 103
Troy, OH 45373
BBB File Opened: 12/19/2016
Business Started: 11/01/2002
Business Started Locally: 03/01/2015
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Robert Burnette, CEO
Business Category
  • Financial Planning Consultants
  • No License Required Financial Consultants
  • Medicare Supplement
  • Medicare Advantage
  • Life Insurance
  • Long Term Care Insurance
  • Senior Insurance
  • Disability Insurance
  • Investment Advisory Services
  • Retirement Planning Services

Additional Information
  • Refunds and exchanges depend on the product or service being offered. Prior to entering into any agreement, all relevant information is provided in writing.
Products & Services
Insurance (life, disability, long term care, Medicare supplements). Annuities (fixed and fixed index) Investment strategies (individual stocks, individual bonds, and ETFs) College planning (financial, social, and academic) Tax preparation & planning
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.
Number of Employees: 
1
BBB accredited business

A+

Overview

Planning, investment, insurance, and tax services for college planning, retirement income planning, and veterans aid & attendance benefits. Independent fiduciary firm using secure on-line technology and in-person meetings to create individual plans.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 05:00 PM
Sat: Closed
Sun: Closed
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Outlook Financial Center

Outlook Financial Center

BBB ACCREDITATION SINCE 12/30/2016

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