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Business Profile

Employee Benefits Insurance

1st Opulence Financial, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 537-6466Email BusinessWrite a Review

About

Overview

1st Opulence Financial, LLC

116 N Dodge St Ste 8

Unit 8

Burlington, WI 53105-1963

Get DirectionsView Service Area
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
9:00 AM - 12:00 PM
Closed

BBB Accreditation & Rating

1st Opulence Financial, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

1st Opulence Financial, LLC offers insurance benefits including health, disability and retirement analysis for small businesses and individuals as well as benefit review for federal employee pensions and TSP plans. Servicing Racine County.

 


BBB Accredited Since: 8/10/2010

Years in Business: 16

Products and Services

Life Insurance, Health Insurance , Long Term Care, Fixed Index Annuities, Annuities, College Funding, Estate Planning, Federal Employee Benefits, Life Insurance, Retirement Planning

Business Details

Local BBB:
BBB Serving Wisconsin
BBB File Opened:
8/5/2010
Business Started:
1/1/2010
Business Started Locally:
1/1/2010
Business Incorporated:
1/4/2010
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Brian W. Whitaker, Owner

Additional Contact Information

Principal Contacts
Brian W. Whitaker, Owner
Customer Contacts
Brian W. Whitaker, Owner
Fax numbers
Primary Fax: (866) 537-1745
Additional Phone Numbers
Other Phone: (262) 342-5057
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.

Additional Information

Business Categories
Employee Benefits Insurance, Financial Planning Consultants, Retirement Planning Services, Health Insurance, Estate Planning and Management, Annuities, Disability Insurance

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.