Jeff's Bio

"As the Director of Advanced Planning, I work with people to build customized plans that work in ALL circumstances.  I help my clients maximize their investment returns, minimize their tax burdens, and insulate their families' lifestyles from the potentially devastating effects of unfortunate life events.  In the end, the real benefit my clients get from working with me is the comfort and confidence in knowing that they will make good on the commitments they have made to the most important people in their lives."

 Jeffrey A. Sirak - Director of Advanced Planning

 

PROFESSIONAL SPECIALTIES
Personal financial advising
Estate planning
Personal and business lines of insurance
Business continuation and succession planning
401(K) and pension plans
Employee benefits

QUALIFICATIONS                                                                                            
Financial advisor and registered representative of Park Avenue Securities, LLC.
Life and health insurance licensed in CA (CA0F71319), FL,MI,NC,NJ,NY,OH &PA
Securities licensed in thirteen states

PERSONAL
Born in Canton, OH
Represent the third generation of Siraks at Sirak Financial
Western Reserve Academy and University of Michigan graduate
Married and living in Hudson, OH
Member of the Western Reserve Academy Alumni Association
Board of Directors at Lake Forest Country Club

 

Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS).  Securities products and services are offered through PAS.  Field Representative of the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian.  The Sirak Financial Companies are neither affiliates nor subsidiaries of either PAS or Guardian.

 

PAS is a member of FINRA, SIPC.