Searcy Financial Services Email Formats
Financial Services • 
12980 Foster Street, Suite 160, United States • 11-20 Employees
Searcy Financial Services Email Formats
Searcy Financial Services uses 2 email formats. The most common is {first initial} (e.g., j@searcyfinancial.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@searcyfinancial.com | 63.6% |
{first name} | john@searcyfinancial.com | 36.4% |
Key Contacts at Searcy Financial Services
John Fales
Director Of Financial Planning, Principal
Cali Gillespie
Director Of Marketing
Company overview
| Headquarters | 12980 Foster Street, Suite 160, Overland Park, Kansas 66213, US |
| Phone number | +12397770018 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Advisor, Financial Planner, Financial Planning, Investment Management, Fee-Only, Investment Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst, College Funding Consultant, Retirement Planning Consultant |
| Founded | 1976 |
| Employees | 11-20 |
| Socials |
About 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 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, Salt Lake City/Utah Valley 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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Searcy Financial Services has 8 employees across 3 departments.
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Number of employees
Funding Data
Searcy Financial Services has never raised funding before.
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