Established in 1985 by Ken Perkins, Tri-State Financial Services LLC is an independent insurance and investment advisory firm representing many of the highest rated  companies in the United States as well as all listed stocks, bonds and mutual funds.

Tri-State Financial Services has one full time licensed representative specializing in providing our clients with some of the most competitive life, health, long-term care and fixed annuity products from companies such as MetLife, TransAmerica, Genworth Financial, Allianz, John Hancock, SNPJ, Anthem Blue Cross/Blue Shield, Health America, The Health Plan of the Upper Ohio Valley, Medical Mutual and many more.

Tri-State Financial Services also has two fully registered Financial Advisors offering all forms of investment products such as listed common stock, over the counter stock, mutual funds from those companies consistently ranked in the top one-third of their investment categories, Individual Retirement Accounts, College Savings Plans, 401(k) plans, Small Business Pension Plans and Variable Annuity products. We offer fee-based plans as well as commission only plans to provide our clients with a choice in their investment planning needs.

In addition to the three licensed representatives we have one full time office manager responsible for all office operations.

Tri-State Financial Services was formed in 1985 as a sole proprietorship in Youngstown, Ohio, relocated to Jefferson County in 1991 and expanded to Ken Perkins, Tri-State Financial Services, LLC in 2009. Since its founding in 1985 Tri-State Financial Services has been affiliated with MetLife, we have been recognized as a perennial leader in the insurance and investment industry and have received many accolades the most prestigious of those being awarded by the Million Dollar Round Table who have recognized our firm as a Life Member as well as a Court of the Table member. Our firm is a 25 year member of NAIFA (National Association of Insurance and Financial Advisors), FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). Currently licensed to conduct business in 14 states.