Szarka Financial

Szarka Financial is a Financial Planner in Lorain, OH, located at 29691 Lorain Rd. The firm provides financial planning and investment management services to individuals, employees, and business owners across Northeast Ohio. Serving clients since 1985, Szarka Financial offers tailored solutions for pre-retirees, retirees, families, and the next generation. Services include retirement income planning, investment management, tax strategies, and estate and legacy planning. The team, led by CEO Les Szarka, CFP®, ChFC®, includes Senior Financial Planners Alex Szarka, Alex Menassa, MT, CPA, JD, Rick Martin, CFP®, and Mike Jacobs. The firm operates as a fiduciary, prioritizing clients' best interests and long-term financial goals. Szarka Financial advisors offer free, no-obligation financial reviews to help clients assess their financial trajectory. The office is located at 29691 Lorain Road, North Olmsted, OH 44070, and is open Monday through Friday from 9:00 AM to 5:00 PM.

The firm specializes in crafting retirement income strategies for those concerned about outliving their savings. During the Accumulation Phase, clients save for the future while working, determining their retirement timeline and lifestyle. In the Distribution Phase, investments are used to support a 25 to 30-year retirement. Investment management involves customizing allocation to meet unique needs and goals, with regular meetings to monitor progress and make adjustments. Tax planning and preparation are tailored to reduce liability, identify opportunities, and align with overall wealth strategy. Estate and legacy planning ensures assets are distributed to the right people at the right time with minimal tax exposure. The firm also guides widows and divorcees through life transitions and empowers young professionals and adult children to build wealth.

The professional team includes Dino Centracchio, Chief Operating Officer. Support staff includes Diana Melenick, Senior Client Manager; Christine Martinez, Senior Client Manager; Daleene Folkmann, Client Manager; Shelley Auner, Client Experience Specialist; and Debra Szarka, Chief Financial Officer. Szarka Financial holds a 4.40 rating based on customer reviews.

By combining decades of experience with personalized fiduciary care, Szarka Financial helps clients in Northeast Ohio achieve financial clarity and confidence in their retirement planning.

BizScoreAI awards Szarka Financial a technical score of 88 out of 100, ensuring the website is secure and readable for search engines. The business achieves a discoverability score of 75 out of 100, allowing AI crawlers to access every page so the firm can be recommended by AI assistants. Additionally, the firm ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Lorain.