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  • Outlook Financial Center LLC

    Outlook Financial Center LLC

    Categories

    Financial & Investment ServicesInsurance

    About Us

    Full Service Fee-Based Financial Planners serving our clients in the areas of retirement income planning, investment advisory services, insurance, tax planning, college planning, and veteran's benefits. No minimums!

    Outlook Financial Center LLC provides financial planning, insurance services and asset protection. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Outlook Financial Center LLC.

    Wellness Investment Advisers LLC, a state registered investment adviser, provides investors financial planning and custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Wellness Investment Advisers LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

    We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

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    Outlook Financial Center team
    Rob Burnette, CEO and Financial Advisor (Troy and Dublin, OH)
    Lori Gross, Financial Advisor (Troy, OH)
    Amber Lewis, Office Manager (Troy, OH)
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