Serving the above areas, the strengths of S&A Financial Services, Inc. lies in the fact that we are an independent, fee-only financial advisory company and we act as a fiduciary for our client’s accounts. Being independent means we are not employees of any one investment company. We offer an independent, objective overview of where you are financially and where you could be. Being independent helps us to develop an investment approach that meets each of your unique objectives and investment goals.
Investing is a Journey with NOW as your starting point and your dreams and goals as the final destination
Kansas City Metropolitan Area
The Kansas City Metropolitan Area is located on the border of Kansas & Missouri. While our office is located in the Overland Park, KS we service clients in many of the suburbs of Kansas City both in Missouri and Kansas. In addition we have a number of clients in a 150 mile radius of Kansas City from Topeka, KS to Colombia MO. We offer quarterly reviews in our office in Overland Park, KS as well as in-home visits for client convenience.
Scott City & Western Kansas
Scott City, KS is located about 60 miles east of the Colorado border. While our district office is located in Scott City, we service clients in the surrounding areas as well. We have developed great relationships with the community and frequently visit with clients for reviews.
Bella Vista & Bentonville
Bella Vista Arkansas is one of the most beautiful regions in the United States. With seven Golf Courses and numerous lakes and streams in the area it makes this region a fantastic retirement destination. Over the past 19 years we have developed many great relationships with our clients and frequently visit for quarterly reviews, group economic update breakfasts, and just to play a little golf. Our in-home quarterly reviews allow us to conveniently service our clients’ accounts while enjoying this beautiful region.
Phoenix, AZ Metropolitan Area
Many people migrate to the greater Phoenix, Arizona region due to the warm climate, beautiful landscape, and countless outdoor activities. While we do help serve the University marketplace in Tempe, our clientele has expanded to those outside higher education as well.
