Financial Advisors

Our Szarka Financial Advisors offer financial planning and investment management services in Northeast Ohio. We are committed to evaluating and understanding our clients’ needs, creating solutions and building long-term relationships.

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Les Szarka

Senior Financial Planner

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Alex Menassa

Senior Financial Planner

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Rick Martin

Senior Financial Planner

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Mark Stratis

Senior Financial Planner

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Chuck Conrad

Senior Financial Planner

Mike Jacobs

Senior Financial Planner

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Dale Tolar

Senior Financial Advisor

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Alex Szarka

Financial Planner

FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business.