Szarka Financial Management

Our team's objective is to help you get Szarka Smart™!

We feel it describes our way of doing business, which for over 25 years, has included a strong commitment to educating our clients and others on timely and important financial related topics and basic financial principles.

We offer fee-based investment management, customized to you , free of any conflicts of interest. We take a team approach, providing personal attention every step of the way. Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.

What We Do:

• Retirement Planning
• Transition Planning - into retirement, divorce, death of spouse, assistance with financial issues due to a layoff, etc.
• Investment advisory services
• General financial planning - estate, tax & college planning and asset preservation

What Makes Us Different?

• We are an education-based, independent financial services firm offering comprehensive financial planning
• We are a planning firm not a sales organization, with a fiduciary relationship to our clients
• We strive for excellence, to exceed expectations with our quality, attentiveness and professionalism
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.

Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.

We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.

The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual.

It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.