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  2. About
  3. What Makes Us Different

What Makes Us Different

So many of our clients tell us that they want to be Independent. We know exactly how you feel and have worked very hard for our Independence. We are an independent firm. What does that mean? It means we don't have an axe to grind; it also means we have access to investment products and insurance companies from all over the nation so we can offer solutions that are in our clients' best interests, not a one size-fits-all approach that can sometimes happen with a captive financial advisor. Our goal is to provide the best un-biased financial planning resources and products.

In our opinion, our broker dealer, USA Financial Securities, is one of the premier national companies providing quality products and services for independent financial advisors. All of that gives us the ability to create real-world strategies designed to greatly improve your retirement years. We also strive to make all of our clients feel like part of the SRG Financial Advisors family. What affects you affects us. We know that financial information is not something that is shared with just anyone, and we take your privacy very seriously.

About

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  • Who is USA Financial?

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     Lake of the Ozarks 

Physical Address:

1055 Ozark Care Drive
Osage Beach, MO 65065
Phone: (573) 302-7212
Fax: (573) 302-7402

Mailing Address:


P.O. Box 506
Osage Beach, MO 65065

Columbia

303 N. Stadium Blvd.
2nd Floor
Columbia, MO 65203
Phone: (573) 234-5505

Kansas City

200 NE Missouri Rd.
Suite 200
Lee's Summit, MO 64086
Phone: (816) 282-8652

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info@srgfinancialadvisors.com

 

Bill Lacasse and Tyler Bannister are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill Lacasse is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org SRG Financial Advisors is not affiliated with USA Financial Securities. 

Bill LaCasse and Tyler Bannister are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Bill: AR;FL;IL;MO;TN;WI). For investment advisory services these states include: (Bill: AR;AZ;FL;IA;IL;KS;MO;NJ;OK;TX;UT;WA;WI) (Tyler: AZ;KS;MO;NJ). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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