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Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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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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