About
Overview
BBB Accreditation & Rating
About This Business
Established in 2015, OneSource Advisors, LLC was initially created to cater to the requirements of small to mid-sized businesses. Over time, our services evolved, leading to the expansion of our offerings and the formation of OneSource Wealth Management. At OneSource Wealth Management, we take great satisfaction in assisting you in strategically planning your finances, enabling you to realize the meaningful goals in your life. We pride ourselves on being a comprehensive investment management and financial planning company dedicated to supporting individuals in the pursuit of their financial objectives.
BBB Accredited Since: 9/30/2019
Years in Business: 10
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Business Details
- Local BBB:
- BBB of Northeast California
- BBB File Opened:
- 9/20/2019
- Business Started:
- 3/15/2015
- Business Started Locally:
- 3/15/2015
- Business Incorporated:
- 3/15/2015
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. John Scambray, Owner
Additional Contact Information
- Principal Contacts
- Mr. John Scambray, Owner
- Customer Contacts
- Mr. John Scambray, Owner
- Social Media
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 0A95681 for this business, issued by Department of Insurance. The expiration date of this license is 12/31/2024.
Department of Insurance
Additional Information
- Business Categories
- Financial Consultants, Tax Return Preparation, Financial Services, Tax Consultant, Business Consultants, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Stock Brokers, Tax Enrolled Agent, Investment Management, Estate Planning and Management, Tax Attorney, No License Required Financial Consultants, Taxes, Social Security Services, Risk Management, Stock Transfer Agents, Tax Representatives, Bond Insurance, Stock Exchange, Stock Certificates, Bond Brokers, Wealth Management, Fee Only Financial Advisor, Stock Quotation, Financial Advisor Support Pension Portfolio Management, Financial Advisor Support Wealth Management, Asset Management
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