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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.

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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.

Pay it forward: Financial wellness for employees

Pay it forward: Financial wellness for employees

When employees are stressed about money, they are distracted and less productive. Business owners can help.
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Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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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

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