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 situation—your 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.
View Top Employees from Searcy Financial Services, Inc.Website | http://www.searcyfinancial.com |
Revenue | $1 million |
Employees | 13 (10 on RocketReach) |
Founded | 1976 |
Address | 12980 Foster Street Suite 160, Overland Park, Kansas 66213, US |
Phone | (913) 814-3800 |
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Industry | Financial Services, Finance General, Advice, Financial Planning, Finance, Media and Entertainment, Financial Advisor, Consulting, Financial Planner, Investment Management, Investments, Investment Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst, Retirement Planning Consultant, College Funding Consultant, Fee-Only |
Web Rank | 22 Million |
Keywords | Funnel Income |
Competitors | Bollin Wealth Management LLC, Charles Carroll Financial Partners, Constant Guidance Financial, Gordon Asset Management, LLC, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Searcy Financial Services, Inc. employee's phone or email?
The Searcy Financial Services, Inc. annual revenue was $1 million in 2024.
10 people are employed at Searcy Financial Services, Inc..
Searcy Financial Services, Inc. is based in Overland Park, Kansas.
The NAICS codes for Searcy Financial Services, Inc. are [52393, 5239, 523, 52].
The SIC codes for Searcy Financial Services, Inc. are [62, 628].