About
Overview
BBB Accredited Since: 10/3/1999
Years in Business: 39
BBB Accreditation & Rating
About This Business
Products and Services
Investment Management
401k 403b and IRA Rollover
Estate and Legacy Planning
Life and Long-Term Care Insurance
Executive Financial Coaching
Business Succession Planning
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 12/9/1992
- Business Started:
- 1/1/1986
- Business Incorporated:
- 6/29/1987
- Type of Entity:
- Corporation
- Alternate Names:
- Szarka Financial Management
- L. A. Szarka CFP & Associates, Inc.
- Business Management:
- Mr. Les Szarka, Owner/CEO
- Ms. Debbie Szarka, CFO
Additional Contact Information
- Principal Contacts
- Mr. Les Szarka, Owner/CEO
- Fax numbers
- Primary Fax: (440) 779-0746
- Additional Phone Numbers
- Other Phone: (800) 859-8095
- Additional Email Addresses
- Primary: Email this Business
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.
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
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.
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
Additional Information
- Other Resources
- Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected] - Business Categories
- Financial Planning Consultants, Financial Services, Retirement Planning Services
More Resources
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