Since 1982, Szarka Financial has been providing professional, comprehensive financial services to clients nearing and in retirement. We offer a full range of planning services for individuals, employees, and business owners across Northeast Ohio.
We differ from our competitors in many ways. First, we have experienced financial planners. We work tirelessly in our clients’ best interests. Second, we provide a team approach, providing personal attention every step of the way. At Szarka Financial, our clients are counseled by our planners in the same professional, engaged manner and receive the same innovative level of advice and hands-on, personalized service. Third, we develop deep, long-term relationships with our clients to facilitate customized solutions to help them meet their financial goals.
Investment, retirement, insurance, income tax, estate and mortgage planning are all an integral part of the financial planning process. At Szarka Financial, we are committed to evaluating and understanding our clients’ needs, creating solutions and building long-term relationships. Each client, by working through our step-by-step Retirement Foundations planning process, is encouraged to develop reasonable investment expectations in line with their risk tolerance. Life savings must be prudently managed and carefully grown in order to help outpace inflation and taxes while reducing risks. Your financial independence and happiness is what we strive to achieve.
