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Find a Location

Szarka Financial Management has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Business ProfileforSzarka Financial Management

    Financial Planning Consultants
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    1 complaints closed in last 3 years

    0 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 10/3/1999

    Years in Business: 38

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Products & Services

    Retirement Income Planning
    Investment Management
    401k 403b and IRA Rollover
    Estate and Legacy Planning
    Life and Long-Term Care Insurance
    Executive Financial Coaching
    Business Succession Planning

    Business Details

    Location of This Business
    29691 Lorain Rd, North Olmsted, OH 44070-3913
    BBB File Opened:
    12/9/1992
    Years in Business:
    38
    Business Started:
    1/1/1986
    Business Incorporated:
    6/29/1987
    Accredited Since:
    10/3/1999
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of ODI - 15262; NPN - 354016 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 3/1/2026.

    These agencies may include:

    Ohio Department of Insurance

    50 W. Town Street; Third Floor - Suite 300

    Columbus OH 43215

    (614) 644-2658

    Fax: (614) 6443743

    http://www.insurance.ohio.gov

    BBB records show a license number of CRD# 2082401 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.

    These agencies may include:

    Financial Industry Regulatory Authority (FINRA)

    1700 K Street NW

    Washington DC 20006

    (301) 590-6500

    http://www.finra.org

    Type of Entity:
    Corporation
    Alternate Business Name
    • L. A. Szarka CFP & Associates, Inc.
    Business Management
    • Mr. Les Szarka, Owner/CEO
    • Ms. Debbie Szarka, CFO
    Contact Information

    Principal

    • Mr. Les Szarka, Owner/CEO
    Additional Contact Information

    Fax Numbers

    • (440) 779-0746
      Primary Fax

    Phone Numbers

    Email Addresses

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    03/18/2022

    Complaint Type:
    Customer Service Issues
    Status:
    Answered
    Back in 2014 Szarka Financial setup an IRA mutual fund with Pacific Funds using a pension payout from my former job at Jones Day. I recently wanted to move an old 401k from my former job at Macys Tech to the IRA that Szarka (******* ******) setup but I have a few questions concerning the IRA account since it's split between a Class A and Class C accounts, I need to find out where to place the 401k funds between the 2 accounts. I have tried MULTIPLE time to reach out to Szarka, especially Charles Conrad who opened the IRA account and he has not returned one call or message. I have left voicemails, I have sent communications on the Szarka website, I have left messages with Charles' assistant ****** to contact me and I have not heard back from him. The last time I spoke with Marisa was on 03/01/22 to have Charles call me and I have not heard from him. This issue is time sensitive considering what's going on in the world and this is affecting my finances because I can't get any answers or help from the person who opened the IRA account.
    Read More

    Customer Reviews

    0 Customer Reviews

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    Local BBB

    BBB Serving Greater Cleveland

    BBB Reports On

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