Strata Financial Group

The company's third partner, Ronald Jurczynski, CPA, PFS, joined Strata in 1998. With 20 years in business and servicing a book of business for clients in excess of $200 million, Strata has demonstrated the ability to help manage wealth over time. Strata works with individuals, families, and a wide variety of companies in private healthcare, legal,... industrial, financial, and other service related industries. Strata has a team of associates and support personnel who bring the team together in managing wealth, servicing accounts, and working with our individual and company retirement plan clients. Mitchell Romeo (Portfolio Manager & Financial Advisor), Emily Dohnenko (Business Operations Manager & Advisor Assistant), and Kyle Hancharick (Financial Advisor Assistant) round out the team. Strata also works in close cohorts with Harrington Asset Management, their OSJ, and Royal Alliance Associates, their broker-dealer, to provide additional compliance, service, and other resources. Strata has office locations in Sheffield Village, OH and Dublin, OH. The Dublin office is shared with Strata's affiliate Harrington Asset Management, Inc., a Columbus-based Registered Investment Advisor. Harrington has been an independent advisory firm and a Registered Investment Advisor since 1994. Strata wealth managers are Registered Representatives with Royal Alliance Associates, one of the country's leading independent broker-dealers. Over the years, we have found that having our advisors and associates work together as a team is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing individuals and companies both encounter challenges along the way, we strive to ...Read More