Ta-Check Financial

Ta-Check Financial is a financial planner in Parma, OH. The firm specializes in tax preparation, financial planning, wealth strategies, and insurance services. It serves both individuals and local businesses, helping them manage financial goals through customizable approaches. The company has been assisting families with their financial needs for more than 20 years, offering strategies for major life milestones from starting out to retirement.

Founded in 1997 by David Ptacek and his brother James, Ta-Check Financial takes a holistic approach to client finances. The firm looks at the big picture, including taxes, investments, retirement, insurance, and estate planning. David Ptacek serves as President and tax planning specialist, having graduated magna cum laude from Hillsdale College in 1994. The team includes Aubrey Strippy, a Partner and Financial Advisor who joined in 2011 and holds a FINRA Series 7 license through LPL Financial, an Ohio Life & Health license, and a public notary commission. Marlene Muscovich, an LPL Financial Advisor, joined in 2009 and has worked in financial services since 1996. Stephen Dowdell, an LPL Financial Advisor, has been with the firm since 2015 and holds a degree in Business Administration with a major in Accounting from Cleveland State University. Jaymee R Ellis serves as an LPL Registered Sales Assistant, and Tejay Anderson works as an administrative assistant for the tax business.

The firm’s services include income tax preparation for personal, business, and estate taxes, along with tax-savings strategies. Investment and retirement planning covers IRAs, qualified plans, asset management, college funding, and investment advisory services. Wealth accumulation and preservation strategies focus on estate planning and charitable gifting. For business clients, the firm provides employee benefits and retirement planning support. Initial appointments include an extensive financial assessment to understand the client’s background and values, allowing the advisors to create strategies aligned with personal and financial goals.

Ta-Check Financial holds a rating of 3.30 based on 7 reviews. The business is located at 5339 Ridge Rd in Parma, OH.