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You are More Than Your Finances at Szarka Financial


Szarka Financial has been providing friendly, professional service to clients preparing for, nearing and in retirement. We offer a full range of financial planning services for individuals, employees, and business owners across Northeast Ohio. We help create income strategies for retirees that are concerned about outliving their money.


We differ from our competitors in many ways:

  • We have experienced financial planners who work tirelessly in our clients’ best interests.
  • We provide a team approach, providing personal attention every step of the way. At Szarka Financial, all clients are firm clients and are counseled in the same manner and receive the same innovative level of advice and hands-on, personalized service.
  • We provide customized solutions for our clients helping them to 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 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.

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