All agencies

Ken Perkins Tri-state Financial Services LLC

Steubenville, Jefferson County, OH

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Opportunity Analysis

Open to Buying · Insufficient Evidence

Insufficient Evidence

Summary: Public evidence is insufficient for Open to Buying.

View supporting sources →

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Not enough public information for this assessment.

What this rating was based on (0 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

No factor in this rubric was found in public information.

    Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

    Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

    Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

    Open to Selling · Insufficient Evidence

    Insufficient Evidence

    Acquisition Research Fit

    Summary: Public evidence is insufficient for an Open to Selling rating.

    Sale interest: Unknown

    Confidence: Low

    View supporting sources →

    Public signs an ownership change could be on the table: a declared sale or merger, an owner retirement or an announced succession plan. A founder still leading after 30+ years is only a weak research clue, not a sign the agency wants to sell. Past sales, restructurings and the agency's own acquisitions do not count here.

    Why: No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

    No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

    Confidence: low. Separate from the rating.

    Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

    Not known publicly: Whether the owner would consider a sale; Succession plans and timing; Book size and retention.

    Mentorship & Peer Connections · Insufficient Evidence

    Insufficient Evidence

    Summary: Public evidence is insufficient for Mentorship & Peer Connections.

    View supporting sources →

    Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

    Why: Not enough public information for this assessment.

    What this rating was based on (0 factors)

    Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

    No factor in this rubric was found in public information.

      Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

      Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

      Not known publicly: Whether the principals want to mentor or be mentored.

      Business Partnerships · Insufficient Evidence

      Insufficient Evidence

      Summary: Public evidence is insufficient for Business Partnerships.

      View supporting sources →

      Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

      Why: Not enough public information for this assessment.

      What this rating was based on (0 factors)

      Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

      No factor in this rubric was found in public information.

        Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

        Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

        Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

        What we know

        • Public record1
        • Agency-published26
        • Incomplete evidence3

        Not known yet

        • Ownership (not confirmed)
        • Leadership

        Record & channel

        License recordPublicly sourced

        Ohio resident business-entity license (NPN 13314960), licensed at Steubenville, OH

        gateway.insurance.ohio.gov
        ChannelUnknown

        Licensed agency · channel not confirmed

        No published statement found yet saying whether this agency is independent or represents one carrier.

        OwnershipUnknown

        Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

        KPCompare

        Locations & footprint

        Operating offices and service areas have not yet been documented.

        Research

        Basic listing

        Geography

        Licensed in Steubenville, OH · offices not yet documented

        Ownership events

        None documented

        Ownership

        Not confirmed

        Ken Perkins Tri-state Financial Services LLC is a licensed insurance agency licensed in Steubenville, OH. Public information is not yet enough for an Agency Match assessment. 1 publicly sourced facts with links.

        How we determined the info on this profile
        • License record: taken from the state license roster.
        • Open to Buying: not enough public facts for a score.
        • Open to Selling: not enough public facts for a score.
        • Mentorship & Peer Connections: not enough public facts for a score.
        • Business Partnerships: not enough public facts for a score.

        Names & entities

        KEN PERKINS TRI-STATE FINANCIAL SERVICES LLCRecord

        Legal name on license record

        Facts from published sources (0 verified)

        No verified facts yet beyond the license record.

        29 facts set aside: the website (onesourcebenefits.com) appears to belong to a different business

        The website explicitly identifies itself as 'One Source Benefits' in multiple locations, which does not match the licensed legal name 'KEN PERKINS TRI-STATE FINANCIAL SERVICES LLC' and no evidence links the two entities. These facts are not used in any assessment.

        Office locationSet aside

        255 North 3rd Street Steubenville, Ohio 43952

        “Steubenville Office One Source Benefits 255 North 3rd Street Steubenville, Ohio 43952”
        onesourcebenefits.com
        Office locationSet aside

        1468 West 9th Street Suite #805 Cleveland, Ohio 44113

        “Cleveland Office One Source Benefits 1468 West 9th Street Suite #805 Cleveland, Ohio 44113”
        onesourcebenefits.com
        Office locationSet aside

        Charlotte, North Carolina 28203

        “Charlotte Office One Source Benefits Charlotte, North Carolina 28203”
        onesourcebenefits.com
        Office locationSet aside

        Greenville, South Carolina 29640

        “Greenville Office One Source Benefits Greenville, South Carolina 29640”
        onesourcebenefits.com
        FoundingSet aside

        36 years

        “For over 36 years, One Source Benefits has been a trusted insurance agency”
        onesourcebenefits.com
        Market servedSet aside

        Ohio Valley, 14 other states

        “Thousands of clients across the Ohio Valley and 14 other states trust One Source Benefits”
        onesourcebenefits.com
        IndependentSet aside

        Independent Insurance Agency

        “See How Our Independent Insurance Agency Benefits You”
        onesourcebenefits.com
        CarrierSet aside

        Not connected with Federal Medicare

        “One Source Benefits is not connected with the Federal Medicare program.”
        onesourcebenefits.com
        FoundingSet aside

        Over 36 years

        “For over 36 years, One Source Benefits has been a trusted insurance agency helping individuals, families, and military retirees find the right coverage.”
        onesourcebenefits.com
        IndependentSet aside

        Independent Agents

        “We are Independent Agents in Ohio, North Carolina, South Carolina, Pennsylvania, and West Virginia, free to choose the best carrier for your insurance needs.”
        onesourcebenefits.com
        Line of businessSet aside

        Medicare, Life, Health, Annuities

        “We specialize in Medicare, TRICARE For Life coordination, life insurance, and annuities, and we take the time to make sense of complicated decisions so you don’t have to.”
        onesourcebenefits.com
        Line of businessSet aside

        Medicare Advantage, Medigap, Prescription Drug Plans

        “One Source Benefits offers Medicare Advantage Plans, Medicare Supplement Insurance (Medigap), and Prescription Drug Plans for individuals and families, along with life insurance and annuities to protect the people who matter most.”
        onesourcebenefits.com
        Market servedSet aside

        Ohio, NC, SC, PA, WV

        “We are Independent Agents in Ohio, North Carolina, South Carolina, Pennsylvania, and West Virginia, free to choose the best carrier for your insurance needs.”
        onesourcebenefits.com
        Market servedSet aside

        Ohio Valley, Ohio, Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia

        “One Source Benefits provides Medicare coverage, Medicare Supplements (Medigap), Medicare Advantage, Medicare Part D, Life, and Health insurance to the Ohio Valley, including Steubenville, Cleveland, Cincinnati, Cambridge, Dayton, Toledo, Youngstown, Columbus, and all of Ohio, Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia”
        onesourcebenefits.com
        Office locationSet aside

        Steubenville, OH

        “Steubenville Office One Source Benefits 255 North 3rd Street Steubenville, Ohio 43952”
        onesourcebenefits.com
        Office locationSet aside

        Cleveland, OH

        “Cleveland Office One Source Benefits 1468 West 9th Street Suite #805 Cleveland, Ohio 44113”
        onesourcebenefits.com
        Office locationSet aside

        Charlotte, NC

        “Charlotte Office One Source Benefits Charlotte, North Carolina 28203”
        onesourcebenefits.com
        Office locationSet aside

        Greenville, SC

        “Greenville Office One Source Benefits Greenville, South Carolina 29640”
        onesourcebenefits.com
        AssociationSet aside

        Chamber of Commerce

        “Associations Professional: Chamber of Commerce Tracy McManamon – CEO”
        onesourcebenefits.com
        Office locationSet aside

        255 North 3rd Street Steubenville, Ohio 43952

        “Steubenville Office One Source Benefits 255 North 3rd Street Steubenville, Ohio 43952”
        onesourcebenefits.com
        Office locationSet aside

        1468 West 9th Street Suite #805 Cleveland, Ohio 44113

        “Cleveland Office One Source Benefits 1468 West 9th Street Suite #805 Cleveland, Ohio 44113”
        onesourcebenefits.com
        Office locationSet aside

        Charlotte, North Carolina 28203

        “Charlotte Office One Source Benefits Charlotte, North Carolina 28203”
        onesourcebenefits.com
        Office locationSet aside

        Greenville, South Carolina 29640

        “Greenville Office One Source Benefits Greenville, South Carolina 29640”
        onesourcebenefits.com
        Line of businessSet aside

        Medicare, Life, and Health insurance

        “One Source Benefits provides Medicare coverage, Medicare Supplements (Medigap), Medicare Advantage, Medicare Part D, Life, and Health insurance”
        onesourcebenefits.com
        IndependentSet aside

        Independent Insurance Agency

        “See How Our Independent Insurance Agency Benefits You”
        onesourcebenefits.com
        CarrierSet aside

        Not connected with the Federal Medicare program

        “One Source Benefits is not connected with the Federal Medicare program.”
        onesourcebenefits.com
        LeadershipSet aside

        Leadership: Tracy McManamon – CEO

        “Tracy McManamon – CEO”
        onesourcebenefits.com
        IndependentSet aside

        Independent Insurance Agent

        “An independent agent has several companies that he or she can approach to get you the best coverage at the best price.”
        onesourcebenefits.com
        LeadershipSet aside

        Tracy McManamon, Owner & Founder

        “Tracy McManamon Owner & Founder, One Source Benefits”
        onesourcebenefits.com

        Still to discover

        So far we have the license record and only a few published facts. That says nothing about the agency's size, quality or plans.

        Company history

        Not researched yet

        Ownership

        Not researched yet

        Lines & carriers

        Not researched yet