Szarka Financial Employee Directory

Financial ServicesOhio, United States11-50 Employees

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.

Find Szarka Financial employees' phone numbers or email addresses

Szarka Financial Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Szarka Financial's Leadership

  • Stylized image of a person
    D. C.
    Chief Operating Officer (coo)
    Phone icon
  • Stylized image of a person
    D. M.
    Client Manager
    Phone icon
  • Stylized image of a person
    R. M.
    Senior Financial Planner
    Phone icon
  • Stylized image of a person
    A. S.
    Senior Financial Planner
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  • Stylized image of a person
    J. H.
    Senior Financial Planner
    Phone icon
  • Stylized image of a person
    R. S.
    Phone icon

Szarka Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Szarka Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Chief Operating Officer (coo)
    Phone icon
    Nov 15, 2024
  • Stylized image of a person
    D. M.
    Client Manager
    Phone icon
    UNITED STATES
    Jul 08, 2024
  • Stylized image of a person
    R. M.
    Senior Financial Planner
    Phone icon
    United StatesFlorida
    Feb 03, 2026
  • Stylized image of a person
    A. S.
    Senior Financial Planner
    Phone icon
    Nov 21, 2024
  • Stylized image of a person
    J. H.
    Senior Financial Planner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. S.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Szarka Financial known for?

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Szarka Financial was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 29691 Lorain Road North Olmsted, Ohio 44070 United States; you can contact the main corporate office by phone at . Explore Szarka Financial's company overview page for more information.

What is Szarka Financial's most common email format?

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Szarka Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Szarka Financial email formats with LeadIQ.

How many employees does Szarka Financial have currently?

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Szarka Financial has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Szarka Financial's key employees and leadership?

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As of February 2026, Szarka Financial's key employees include:

  • Chief Operating Officer (coo): D. C.
  • Client Manager: D. M.
  • Senior Financial Planner: R. M.
  • Senior Financial Planner: A. S.
  • Senior Financial Planner: J. H.

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