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.
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Verified contacts
13
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
101
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- ML
Meghan Leys
Marketing Director · Advertising & Marketing
EmailPhone - AS
Alex Szarka
Senior Financial Planner · Finance & Accounting
EmailPhone - TM
Timothy Marcinek
Senior Financial Planner · Finance & Accounting
EmailPhone - AH
Adrienne Heidecker
Client Relations · Customer/Client Service
EmailPhone - DS
Debra Szarka
Chief Financial Officer and Co-owner · Finance & Accounting
EmailPhone - LS
Les Szarka
Chief Executive Officer and Lead Financial Planner · General Business & Management
EmailPhone - AM
Alex Menassa
Senior Financial Planner · Finance & Accounting
EmailPhone - CC
Chuck Conrad
Senior Financial Planner · Finance & Accounting
EmailPhone - MS
Mark Stratis
Senior Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Szarka Financial
6 distinct titles indexed · top 6 shown.
- 6senior financial planner
- 2chief executive officer and lead financial planner
- 2client relations
- 1chief financial officer and co-owner
- 1financial planner
- 1marketing director
Sign up to unlock all 13 contacts at Szarka Financial
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