Welcome to Sirak Financial
Building Strength since 1957
Whether you are retired, just getting started, or somewhere in between, we are here to help you achieve your financial goals.
Working together, accomplishing more
We work every day to help you achieve your goals AND make good on the commitments you make to the most important people in your life.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals--no matter what.
Tips to protect your LLC
LLC's are a powerful way to segregate your personal assets from your business, but the protection is not limitless
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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WHAT WE DO
We offer comprehensive growth and protection strategies.
OUR TEAM
Michael Oberholzer
Financial Advisor
Scotty Jones
Financial Advisor
Linda Smith
Medicare Specialist
Kelly Presson
Benefits and Medicare Specialist
Lisa Fleming
Client Service Associate
Tara Gordon
Client Service Associate
Raquel Thompson
Client Service Associate
Nicole Baldwin
Client Service Associate
Jennifer Cassidy
Benefits Services
Jennifer Stayer
Benefits Services