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Business Profile

Retirement Planning Services

The Retirement Source, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

Visit Website(513) 791-8899
See Hours
Operating Hours
Monday9:00 AM - 4:30 AM
Tuesday9:00 AM - 4:30 AM
Wednesday9:00 AM - 4:30 AM
Thursday9:00 AM - 4:30 AM
Friday9:00 AM - 4:30 AM
SaturdayClosed
SundayClosed

About

Important information

  • Believed to be out of business:
    According to information in BBB files, it appears that this business is no longer in business.

About This Business

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

Business Details

Local BBB:
BBB Cincinnati
BBB File Opened:
10/19/1993
Business Started:
5/12/1988
Business Incorporated:
5/12/1988
Type of Entity:
Corporation
Business Management:
Mr. Charles D. Vaughan, President
Ms. Camilla J Page, Director of Client Services

Additional Contact Information

Principal Contacts
Mr. Charles D. Vaughan, President
Ms. Camilla J Page, Director of Client Services
Customer Contacts
Mr. Charles D. Vaughan, President
Fax numbers
Primary Fax: (513) 791-5237
Additional Phone Numbers
Other Phone: (513) 891-4060
Other Phone: (888) 350-9517
Additional Websites
Website 1

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 CRD# 453724 for this business, issued by FINRA

FINRA

1735 K Street, NW

Washington DC 20006

Additional Information

Other Resources
BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

Kentucky Dept of Financial Institutions
500 Mero street
Frankfort KY 40601
Phone Number: 502-573-3390
http://www.kfi.ky.gov/
Kentucky Division of Securities
1025 Capital Center Drive
Frankfort KY 40601
Phone Number: 502-573-3390
Fax Number: 502-573-2182
http://www.kfi.ky.gov/securities/
[email protected]
Ohio Division of Securities
77 S High Street, 22nd Floor
Columbus OH 43266
Phone Number: 614-644-7381
Fax Number: 614-466-3316
http://www.com.ohio.gov/secu/

More Resources

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