Your Partners in Financial Planning
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.
Les Szarka, CFP®, ChFC®
Chief Executive Officer
“Financial planning is a disciplined process. We develop and manage plans that help clients increase the likelihood of achieving their financial goals, leaving them more time to enjoy their lives.”
Mark Stratis, CFP®
Senior Financial Planner
“Getting to where you want to be in retirement takes careful planning with a clearly defined strategy. We help you every step of the way from developing and managing a solid road map, to keeping you on track to achieve your financial goals.”
Ross Croucher
Senior Financial Planner
“Dreams and goals are important to everyone, but the financial path to achieve them often includes a number of unexpected twists and turns. To help smooth out the peaks and valleys of this journey, it is very important to develop a realistic, comprehensive financial plan that is built to last, but flexible enough to adapt to economic changes.”
Alex Menassa, MT, CPA, JD
Senior Financial Planner
“Financial planning strives to help you achieve the retirement that you’ve always wanted and worked so hard for, with more time to enjoy yourself and more income to explore life’s possibilities.”
Chuck Conrad, JD
Senior Financial Planner
“The will to win is only as important as the incentive to prepare.”
Alex Szarka
Senior Financial Planner
“Planning for the future is so critical for young families. By creating a long-term plan now to save for college, unanticipated emergencies and retirement, will allow you to rest easy.”
Rick Martin, CFP®
Senior Financial Planner
“Retirement planning could be one of the most formidable tasks in our professional lives. No matter what your job was, after you stop working, you now own the ‘Family Retirement’ business. So, what’s your plan”?
Mike Jacobs
Senior Financial Planner
“Investment advice is an important part of achieving financial goals. Ultimately, success can only be achieved through attention to detail and the step by step review and execution of a good plan.”
Tim Marcinek, AIF®
Senior Financial Planner
Our Basic Financial Planning Philosophy
Our guiding principle is to plan for the worst case scenario. We believe many people plan with “rose-colored glasses.” The problem is that these best case scenarios rarely unfold. We work with clients to help them avoid disappointing or catastrophic consequences. There are very few second chances in retirement. We believe that one key to a successful retirement is to plan for the unexpected! This means that you make very conservative assumptions and try to avoid unnecessary risks.
We Have Found That we do our Best Work With Clients who:
- Are motivated and driven to meet their financial goals
- See the value of conservative based financial planning
- Recognize the value of systematic planning in order to achieve short and long-term goals
- Appreciate good communication and collaboration with a firm that provides excellent customer service
Client Support Team
Diana Melenick
Senior Client Manager
Daleene Folkmann
Client Manager
Debra Szarka
Chief Financial Officer
Christine Martinez
Senior Client Manager
Marissa Sharosky
Client Manager
Dino Centracchio
Chief Operating Officer
Jessica Luke
Senior Client Manager
Adrienne Heidecker
Administrative Assistant
Meghan Jasinski
Marketing Director