Norris Financial Services
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Robert Norris, Licensed Independent Agent and Investment Adviser)
From public records and the company's website, not a statement that it's for sale.
What they do
Norris Financial Services offers insurance and retirement planning, and investment advisory services through Royal Fund Management, for clients in Tulsa and surrounding northeastern Oklahoma areas.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Norris Financial Services this business | $1.1M | — |
| Covington Credit Pryor | $1.1M | 0.0 mi |
| PRYOR INSURANCE SERVICES CORPORATION Pryor · 1 employees | $172K | 0.0 mi |
| Western Union Pryor | $1.1M | 0.0 mi |
| Troyer-Weaver Insurance Agency Pryor | $806K | 0.0 mi |
| Continental Credit Pryor | $1.1M | 0.0 mi |
| World Finance Pryor | $1.1M | 0.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
Leadership
- RNRobert NorrisLicensed Independent Agent and Investment Adviser · Company website · source
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Norris Financial Services
Norris Financial Services is a finance and insurance company in Pryor, Oklahoma, in business since 2026. It is owned by Bob Norris (Founder and Owner). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Norris Financial Services?
- Norris Financial Services is owned by Bob Norris (Founder and Owner), according to public sources such as the company's website or filings.
- How much revenue does Norris Financial Services make?
- SeeBITDA estimates Norris Financial Services's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Norris Financial Services worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Norris Financial Services founded?
- Norris Financial Services has been in business since 2026.