Verified recordFinancial Services

Tanner Manning

Client Service Associate at Searcy Financial Services, Inc

Based in Spanish Fork, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Spanish Fork

Industry

Financial Services

Company size

13

Contact information

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Email

1 credit

t•••••••@searcyfinancial.com

Phone

5 credits

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Background

About Tanner Manning

I support our clients by streamlining their onboarding experience, opening new accounts, and helping them with rollovers. I love helping our clients head in the direction of achieving financial freedom and helping them to worry less about their finances, so they have the bandwidth to focus on things and people that really matter to them. At 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. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. 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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