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    Michael Perry

    President, Szarka Financial and President, Next Level Planner, Inc.

    Michael Perry is the President of Szarka Financial, a financial advisory firm located in North Olmsted, Ohio. He has been with Szarka Financial since August 2003, leading the firm in providing financial planning and investment management services. Under his leadership, Szarka Financial manages approximately $350 million in client assets.12

    Perry is known for his unique approach to client interactions, often sharing success stories of other clients to inspire and motivate those facing similar financial challenges. He emphasizes the importance of real-life narratives in helping clients navigate their financial decisions, particularly during difficult times.1 His strategy focuses on alleviating emotional anxieties that can hinder decision-making processes.1

    In addition to his role at Szarka Financial, Perry is also recognized for his contributions to the broader community, including efforts in hiring and mentoring individuals seeking employment.2 His professional background and commitment to client success have established him as a respected figure in the financial advisory industry.

    Highlights

    Oct 15 · snowdenlane.com
    Financial Advisor IQ - Using Client X's Success Story to Inspire ...

    Related Questions

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    Michael Perry
    Michael Perry, photo 1
    Michael Perry, photo 2
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    Location

    North Olmsted, Ohio, United States