In this interview, Alex Szarka, Senior Financial Planner, and Les Szarka, CEO of Szarka Financial, share essential advice on selecting a financial advisor who truly meets your needs.

They discuss the importance of comprehensive financial planning, explaining that it goes beyond buying financial products.

Discover the role of a fiduciary and why working with a fiduciary advisor ensures that your financial goals remain the top priority.

Alex and Les also cover the benefits of a team approach, offering integrated financial services under one roof, including tax planning, estate planning, and investment management.

Start planning early and work with an advisor to build a financial strategy tailored to every life stage.

To learn more, send us a message or call 440-779-1430.