Broker Check

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.

Contact Us
Working together, accomplishing more

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.

How to help manage student debt efficiently

How to help manage student debt efficiently

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.
Learn More
Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
Learn More

WHAT WE DO

We offer comprehensive growth and protection strategies.

OUR TEAM

Michael Oberholzer

Michael Oberholzer

Financial Advisor

Matthew DiRuzza

Matthew DiRuzza

Financial Advisor

Scotty Jones

Scotty Jones

Financial Advisor

Linda Smith

Linda Smith

Medicare Specialist

Kelly Presson

Kelly Presson

Benefits and Medicare Specialist

Lisa Fleming

Lisa Fleming

Client Service Associate

Tara Gordon

Tara Gordon

Client Service Associate

Raquel Thompson

Raquel Thompson

Client Service Associate

Nicole Baldwin

Nicole Baldwin

Client Service Associate

Jennifer Cassidy

Jennifer Cassidy

Benefits Services

Jennifer Stayer

Jennifer Stayer

Benefits Services

LET'S GET CONNECTED

Thank you!
Oops!
//Add Class to Custom Contact Sidebar Widget