See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | By Appt. Only |
| Sunday | Closed |
About
Overview
Outlook Financial Center
305 Public Square SE, Ste. 4
Troy, OH 45373-3894
BBB Accredited Since: 12/30/2016
Years in Business: 22
Payment methods:
- Check
- Discover
- MasterCard
- Visa
BBB Accreditation & Rating
About This Business
Photos and Videos
Business Details
- Local BBB:
- BBB of Dayton and Miami Valley
- BBB File Opened:
- 12/19/2016
- Business Started:
- 11/1/2002
- Business Incorporated:
- 11/2/2016
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Wellness Investment Advisers LLC
- Business Management:
- Mr. Robert Burnette, CEO
Additional Contact Information
- Principal Contacts
- Mr. Robert Burnette, CEO
- Customer Contacts
- Mr. Robert Burnette, CEO
- Fax numbers
- Primary Fax: (937) 552-9999
- Additional Phone Numbers
- Other Phone: (937) 716-2727
- Additional Email Addresses
- Primary: Email this Business
- Social Media
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 9/30/2026.
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Additional Information
- Other Resources
- 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 - Business Categories
- Financial Planning Consultants, Tax Return Preparation, Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Scholarships and Financial Aid, No License Required Financial Consultants, Long Term Care Insurance, Grant, Scholarship and Financial Aid Finder Service, Senior Insurance, Disability Insurance, Investment Seminars, College Admissions Counselor, College Savings Plans
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.