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1st Opulence Financial/Great Lakes Wealth Management

Services
Insurance & Investments
Brian
Whitaker
888-537-6466 x101
425 S. Pine St. Suite C03
Burlington, WI 53105

Description:

1st Opulence Financial prides itself on education first and product work second. We educate our clients on the latest trends that can yield a secure financial future. Our clients vary in age and asset wealth from those who are just entering into retirement savings for the first time to those who are ready to retire tomorrow. We all have different objectives in life and that is the approach we take when it comes to creating a plan or for that matter, just following a plan for our clients. We invite you to review the information on this site and then contact us to ask questions or schedule a free consultation.

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