Searcy Financial Services
Likely to Engage tag.Highly Engaged Employees

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

12980 Foster St Ste 160, Overland Park, ...

Phone Number

(913) 814-3800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1

About Searcy Financial Services

Searcy Financial Services, Inc. is a fee-only financial advisory firm that specializes in financial planning for individuals and families, as well as group retirement plans for businesses. They focus on creating long-term financial strategies that align clients' values with their goals, ensuring a personalized approach to wealth management. The firm is dedicated to educating and empowering clients, providing hands-on investment management, and maintaining high standards of communication and service. Their target clients are successful, well-educated individuals and business owners who seek comprehensive financial guidance.Explore more
Searcy Financial Services's Social MediaPopular SearchesSearcy Financial Services IncSearcy Financial ServicesSearcy FinancialSearcy LLCSearcy - FinancialSIC Code 62,628NAICS Code 52,523Show more

Searcy Financial Services Org Chart

Jessica Kmetty, President & Chief Executive Officer at Searcy Financial Services
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President & Chief Executive Officer

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Marcus Shaffer, Certified Financial Planner & Professional & Chief Financial Officer at Searcy Financial Services
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Certified Financial Planner & Professional & ...

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Certified Financial Planner & Professional & ...

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Director, Financial Planning & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Searcy Financial Services

<$5M
11-50
Private
-
1976
Jessica Kmetty, President & Chief Executive Officer at Searcy Financial Services
Jessica KmettyPresident & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
EG
Eric GarsinCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Searcy Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Searcy Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Searcy Financial Services.

Searcy Financial Services Tech Stack

A closer look at the technologies used by Searcy Financial Services

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Frequently Asked Questions Regarding Searcy Financial Services

What is Searcy Financial Services's official website?
Searcy Financial Services's official website is www.searcyfinancial.com
What is Searcy Financial Services's Revenue?
Searcy Financial Services's revenue is <$5 Million
What is Searcy Financial Services's SIC code?
Searcy Financial Services's SIC: 62,628
What is Searcy Financial Services's NAICS code?
Searcy Financial Services's NAICS: 52,523
How many employees does Searcy Financial Services have?
Searcy Financial Services has 11-50 employees
What industry does Searcy Financial Services belong to?
Searcy Financial Services is in the industry of: Finance, Securities Trading
What is Searcy Financial Services competition?
Searcy Financial Services top competitors include: Charles Carroll Financial Partners, Sterling Total Wealth Solutions, Pacific Wealth Strategies Group, Stratos Wealth Advisors
What technology does Searcy Financial Services use?
Some of the popular technologies that Searcy Financial Services uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of Searcy Financial Services?
Searcy Financial Services's CFO is Marcus Shaffer
How do I contact Searcy Financial Services?
Searcy Financial Services contact info: Phone number: (913) 814-3800 Website: www.searcyfinancial.com
What does Searcy Financial Services do?

Searcy Financial Services, Inc. is a fee-only financial advisory firm that specializes in financial planning for individuals and families, as well as group retirement plans for businesses. They focus on creating long-term financial strategies that align clients' values with their goals, ensuring a personalized approach to wealth management. The fir... m is dedicated to educating and empowering clients, providing hands-on investment management, and maintaining high standards of communication and service. Their target clients are successful, well-educated individuals and business owners who seek comprehensive financial guidance.Read More

What are Searcy Financial Services social media links?
Searcy Financial Services Linkedin page Searcy Financial Services Twitter page Searcy Financial Services Facebook page
Is Searcy Financial Services a public company?
Searcy Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Searcy Financial Services

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