Szarka Financial

Description

Address: 29691 Lorain Rd, North Olmsted, OH 44070 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (440) 779-1430: Place name: : : Website: : : Category: : Website: http://www.szarkafinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Szarka Financial Posting publicly on the Web Write a review Reviews 1 Google review

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Szarka Financial Employees

Employee
Years
Job
Industry
Brady Payne Brady Payne Cleveland/Akron, Ohio Area Details
Brady Payne's Szarka Financial Experience May 2015 - Present
Job Graphic Design & Marketing Intern at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   May 2015 - Present
Global Media Print   May 2014 - August 2014

Skills
Microsoft Word, Graphic Design, Team Building, Web Design, PowerPoint, Interactive Media, Print Design, Marketing, Visual Communication, Fashion Shows, Team Leadership, Creative Direction, Events Coordination, Live Events, French Literature, Typography, Web Development, WordPress, Email Marketing, Social Media Marketing, Social Networking, Adobe Creative Suite

Education
University of Mount Union   2013 — 2016
Bachelor’s Degree, Interactive Media with a focus in Graphic Design

Kent State University   2011 — 2013
Graphic Design

Saint Peter Chanel High school   2007 — 2010
High School

Alex Szarka Alex Szarka Cleveland/Akron, Ohio Area Details
Alex Szarka's Szarka Financial Experience April 2015 - Present
Job Financial Advisor at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   April 2015 - Present
Szarka Financial   August 2013 - April 2015
Szarka Financial   February 2011 - August 2013
Alex Szarka Consulting & Web Design   March 2007 - February 2011
Ergomat   January 2005 - February 2011

Education
Cuyahoga Community College   2003 — 2005
Visual Communications Multi-Media Design

Kelley (Keane) Drumm, MBA Kelley (Keane) Drumm, MBA Cleveland/Akron, Ohio Area Details
Kelley (Keane) Drumm, MBA's Szarka Financial Experience 2007 - Present
Job Marketing Director at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   2007 - Present
American Greetings  April 2007 - August 2007
Keane Marketing Consulting   2004 - 2007
Vita-Mix Corporation  2002 - 2004
CoreComm  2000 - 2001
Cleveland Clinic Western Region   1997 - 2000

Skills
Email Marketing, Marketing, Marketing Strategy, Advertising, Direct Marketing, Public Relations, Management, Strategic Planning, Event Planning, Social Media, Marketing Communications, Press Releases, Newsletters, Brand Management, Digital Marketing, Public Speaking, Sales, Online Marketing, Brand Development, Direct Mail, Project Management, Fundraising, Marketing Management, Event Management, Integrated Marketing, Sponsorship, Cross-functional Team..., Lead Generation, Market Planning, Training, Nonprofits, Promotions, Sales Support, Business Networking, Team Leadership, Corporate Communications, Vendor Relations, Leadership Development, Self-publishing

Education
Indiana Wesleyan University   2003 — 2005
MBA, Business

Cleveland State University   1993 — 1995
BS, Communication

Bowling Green State University   1986 — 1990
Interpersonal Communication

Chuck Conrad Chuck Conrad Cleveland/Akron, Ohio Area Details
Chuck Conrad's Szarka Financial Experience July 2007 - Present
Job Senior Financial Planner at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   July 2007 - Present
Key Bank  2002 - 2004
Chattman, Gaines and Stern, LPA   2000 - 2002

Education
Case Western Reserve University School of Law   2001 — 2003
LL.M., Tax

Cleveland State University - Cleveland-Marshall College of Law   1997 — 2000
J.D., Law

Bowling Green State University   1993 — 1996
B.A.

Bowling Green High School   1988 — 1991

Alex Menassa, JD, MBA, CPA Alex Menassa, JD, MBA, CPA Cleveland/Akron, Ohio Area Details
Alex Menassa, JD, MBA, CPA's Szarka Financial Experience December 1999 - Present
Job Senior Financial Planner at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   December 1999 - Present

Education
The University of Akron
Masters of Business Administration (MBA) with specialty in Taxation

The University of Akron
B.S. Accounting

University of Akron School of Law
Juris Doctorate, Taxation, Estate Planning

Les Szarka, CFP®, ChFC® Les Szarka, CFP®, ChFC® Cleveland/Akron, Ohio Area Details
Les Szarka, CFP®, ChFC®'s Szarka Financial Experience February 1986 - Present
Job Chief Executive Officer and CoOwner at Szarka Financial and Next Level Planner
Industry Financial Services
Experience
Szarka Financial   February 1986 - Present
Next Level Planner   October 2011 - Present

Skills
Behavioral Finance, Strategic Financial..., Retirement Planning, Retirement Income..., Risk Management, IRAs, Investments, 401k Rollovers, Succession Planning, New Business Development

Education
College of Financial Planning   1983 — 1983
CFP

Cleveland State University
Bachelor of Business Administration (BBA), Finance, Marketing

Rick Martin, CFP® Rick Martin, CFP® Cleveland/Akron, Ohio Area Details
Rick Martin, CFP®'s Szarka Financial Experience June 2006 - Present
Job Senior Financial Planner at Szarka Financial
Industry Financial Services
Experience
Szarka Financial   June 2006 - Present
American Cancer Society  2012 - 2015
Fairhill Partners  2010 - 2015
Plax & Associates   July 2005 - June 2006
Lincoln Financial Advisors  2000 - 2005
Cole Managed Vision  1995 - 2000
Progressive Insurance  1979 - 1995

Skills
Financial Planning, Estate Planning, Risk Management, Fee-based Asset Manager, Retirement Planning, Retirement Income..., Social Security..., Social Security, Strategies

Education
Ohio University
BBA, Quantitative Methods

Case Western Reserve University
Engineering

Kirtland High School

Mark Stratis, CFP® Mark Stratis, CFP® Cleveland/Akron, Ohio Area Details
Mark Stratis, CFP®'s Szarka Financial Experience December 2010 - Present
Job
Industry Financial Services
Experience
Szarka Financial   December 2010 - Present
Stratis Asset Management   September 1979 - November 2010

Education
Cleveland State University   1975 — 1978
M. Ed., Curriculum and Instruction

Miami University   1968 — 1972
BS, Education