Searcy Financial Services

Searcy Financial Services

Financial Services, Foster St, Overland Park, , 66213, Kansas, 12980, United States, 11-50 Employees

searcyfinancial.com

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phone no Phone Number: 91********

Who is SEARCY FINANCIAL SERVICES

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand. Our services are based on your personal situationyour values, bel...

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  • 12980 Foster St, Overland Park, Kansas, 66213, United States Headquarters: 12980 Foster St, Overland Park, Kansas, 66213, United States
  • 1976 Date Founded: 1976
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SEARCY FINANCIAL SERVICES

Searcy Financial Services Org Chart and Mapping

Employees

Anna Veres

Client Services Associate

Anna Veres

Client Service Associate

Chan Dachpo

Asst Financial Consultant

John Fales

Certified Financial Planner™ Professional, CCO

Brenda Carrico

Director of Client Service

Dee Smith

Financial Consultant

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Frequently Asked Questions Regarding Searcy Financial Services

Answer: Searcy Financial Services's headquarters are located at Foster St, Overland Park, , 66213, Kansas, 12980, United States

Answer: Searcy Financial Services's phone number is 91********

Answer: Searcy Financial Services's official website is https://searcyfinancial.com

Answer: Searcy Financial Services's revenue is $1 Million to $5 Million

Answer: Searcy Financial Services's SIC: 8742

Answer: Searcy Financial Services's NAICS: 523930

Answer: Searcy Financial Services has 11-50 employees

Answer: Searcy Financial Services is in Financial Services

Answer: Searcy Financial Services contact info: Phone number: 91******** Website: https://searcyfinancial.com

Answer: We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand. Our services are based on your personal situationyour values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple generations into the planning process to foster guidance and education for all members of the family. Our advisors are located in Kansas City, Naples, FL and Peoria, AZ. Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand and have a plan to get where you want to be. Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

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