Searcy Financial Services, Inc.

Where You Stand.®

General Information
Company Name
Searcy Financial Services, Inc.
Founded Year
1976
Location (Offices)
Overland Park, United States +3
Founders / Decision Makers
Number of Employees
13
Industries
Financial Services
Funding Stage
-
Social Media

Searcy Financial Services, Inc. - Company Profile

Searcy Financial Services, Inc. is a financial services startup founded in 1976, with a focus on personalized wealth management. The company's slogan "Where You Stand.®" emphasizes their dedication to understanding their clients' individual perspectives and assisting them in achieving success aligned with their unique terms. With offices in Kansas City, Naples, FL, and Peoria, AZ, they offer a range of tailored services including long-term financial planning, rigorous investment management, and professional consultancy for businesses and practice operations. Searcy Financial Services, Inc. operates as a fee-only Registered Investment Advisory firm and strives to involve multiple generations in the planning process to foster guidance and education for all family members. Their commitment to delivering long-term financial strategies and transparently answering clients' financial questions is reflected in their investment and retirement planning services. Additionally, they provide specialized consulting services to ease administrative burdens for small businesses and practices. Though there are no publicly available records of their recent investments or investors, the company's longstanding presence in the industry underscores its stability and enduring commitment to personalized financial guidance.

Taxonomy: Financial planning, Investment management, Retirement planning, Personalized services, Wealth management, Fee-only advisory, Multi-generational planning, Family education, Business consulting, Practice management, Fiduciary services

Funding Rounds & Investors of Searcy Financial Services, Inc. (0)

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Latest News of Searcy Financial Services, Inc.

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