


Szarka Financial
Financial Services • 29691 Lorain Rd, North Olmsted, United States • 11-20 Employees
Company overview
| Headquarters | 29691 Lorain Rd, North Olmsted, Ohio 44070, US |
| Phone number | +14407791430 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Tax Services, Retirement Planning, Financial Planning And Investments |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Key Contacts at Szarka Financial
Les Szarka
Chief Executive Officer And Lead Financial Planner
Meghan Leys
Marketing Director
Debra Szarka
Chief Financial Officer And Co-Owner
Szarka Financial Email Formats
Szarka Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@szarkafinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@szarkafinancial.com | 100% |
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 revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Szarka Financial has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Szarka Financial has never raised funding before.
Szarka Financial Tech Stack
Discover the technologies and tools that power Szarka Financial's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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