Szarka Financial
Financial Services
North Olmsted, Ohio, United States
12 employees
- Employees
- 12
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Szarka Financial Overview
- Headquarters
- North Olmsted, Ohio, United States
- Website
- szarkafinancial.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1985
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Szarka Financial
At Szarka Financial, we pride ourselves on delivering friendly, professional service to clients who are preparing for, nearing, or already in retirement. We offer a comprehensive suite of financial planning services tailored to individuals, employees, and business owners throughout Northeast Ohio. Our expertise includes developing income strategies designed to help retirees feel confident about not outliving their savings. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.
Szarka Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Szarka Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Les Szarka, Cfp®, Chfc® | Financial Planner, Investment | North Olmsted, Ohio, United States |
Email
Phone
|
| Rick Martin, Cfp® | Senior Financial Planner, Retirement | North Olmsted, Ohio, United States |
Email
|
| Debra Szarka | Co-owner & CFO, Szarka Financial | North Olmsted, Ohio, United States |
Email
Phone
|
| Alex Szarka | Senior Financial Planner at Szarka | Greater Cleveland, United States |
Email
Phone
|
Employees by Management Level
Senior / Lead
3 profiles
Individual contributor
3 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 4 |
| General | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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