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Welcome to Sirak Financial

We're 65 But Not Retiring

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.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.
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How can you have guaranteed income in retirement?

How can you have guaranteed income in retirement?

What is an annuity exactly?
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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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

Erik Milicevic

Erik Milicevic

Registered Representative

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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