About
Overview
Ta-Check Financial, Ltd.
7979 Pearl Rd
Strongsville, OH 44136-1629
BBB Accredited Since: 9/17/1997
Years in Business: 29
BBB Accreditation & Rating
About This Business
Products and Services
Ta-Check Financial, Ltd offers:
Education Saving Consultant
Estate planning
Financial planning
Insurance purchase consulting
Investment advising
Retirement savings consulting
Account Access
Advisor Help
Asset Management
Basic Tax Planning
Broker Check
Business Tax Planning
Charitable Gifting
Check Financial
College Funding
Customized Financial Plan
Disability Insurance
Employee Benefits
Employer Retirement Plans
Estate Investment
Estate Planning Services
Financial Advisor
Financial Assessment
Financial Consulting
Financial Goals
Financial Guidance
Financial Planning And Retirement Planning
Financial Research
Financial Solutions
Financial Strategies
Form Crs
General Financial Planning
Income Tax Planning
Income Tax Preparation
Insurance Tax Money
Investment Advisory Services
Legal Advice
Life Insurance
Long Term Care
Personalized Financial Services
Registered Investment Advisor
Retirement Planning Guide
Risk Management
Savings Strategies
Succession Planning
Tax Advice
Tax Advisor
Tax Planning And Preparation
Tax Related Services
Tax Resources
Wealth Accumulation And Preservation
Wealth Creation
Wealth Strategies
Weekly Market Commentary
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 9/10/1997
- Business Started:
- 1/27/1996
- Business Incorporated:
- 11/29/2001
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Sii Investments
- LPL Financial
- P&R Financial LLC
- Business Management:
- Mr. James Ptacek, President
- Mr. David Ptacek, Principal
Additional Contact Information
- Principal Contacts
- Mr. James Ptacek, President
- Customer Contacts
- Mr. James Ptacek, President
- Fax numbers
- Other Fax: (216) 739-1041
- Other Fax: (440) 891-1203
- Other Fax: (440) 331-7270
- Additional Email Addresses
- Primary: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of CRD# 1959049 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of CRD# 2568884 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of PTIN Certification for this business, issued by Internal Revenue Service (IRS). The expiration date of this license is 12/31/2025.
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
BBB records show a license number of PTIN Certification for this business, issued by Internal Revenue Service (IRS). The expiration date of this license is 12/31/2025.
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
BBB records show a license number of 27907 / NPN#:2207113 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Additional Information
- Other Resources
- Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
Phone Number: (216) 415-3460
Fax Number: (216) 522-2992
http://www.irs.gov - National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected] - Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected] - Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu - Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov - U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected] - Business Categories
- Tax Return Preparation, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Long Term Care Insurance, Disability Insurance, Employee Benefit Consultants, College Savings Plans
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