This Business Is Not BBB Accredited

The Retirement Source, Inc.

The Retirement Source, Inc.

(513) 791-8899

The Retirement Source, Inc.

29 years in business
8260 Northcreek Drive, Suite 300
Cincinnati, OH 45236
Fax Numbers
  • (513) 791-5237
Additional Phone Numbers
  • (513) 891-4060
  • (888) 350-9517
Additional Email Addresses
  • cvaughan@crownmail.net
Additional Website Addresses
BBB File Opened: 10/19/1993
Business Started: 05/12/1988
Business Incorporated: 05/12/1988 in OH
Type of Entity
Corporation
Business Management
  • Mr. Charles D. Vaughan, President
  • Ms. Camilla J Page, Director of Client Services
Business Category
  • Retirement Planning Services
  • Financial Planning Consultants
  • Investment Advisory Services
  • Investment Security
  • Business Plan

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.
  • BBB records show a license number of CRD# 453724 for this business, issued by FINRA

    FINRA
    1735 K Street, NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

Methods of Payment
  • Clients have a choice of hourly billing, annual retainer, fee only asset management or commission based accounts.

A+

Overview

This company offers financial & retirement planning services including comprehensive financial plans and investment analysis and supervision.

BBB Reason for Ratings

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

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.

The Retirement Source, Inc.

This Business Is Not BBB Accredited

The Retirement Source, Inc.

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