Ta-Check Financial

Ta-Check Financial is a Financial Planner in Parma, OH, located at 5339 Ridge Rd. The firm serves individuals and businesses with a focus on tax preparation, financial planning, wealth strategies, and insurance. Co-founded in 1997 by brothers David and James Ptacek, the practice has assisted families and local enterprises for more than 20 years. It holds a rating of 3.30 based on 7 reviews.

The advisors take a holistic approach to finance, examining the big picture of taxes, investments, retirement, insurance, and estate planning. David Ptacek serves as President and tax planning specialist. Other team members include Aubrey Strippy, Marlene Muscovich, Stephen Dowdell, Jaymee R Ellis, and Tejay Anderson. The staff holds various credentials, including FINRA Series 7 licenses, Ohio Life & Health licenses, and public notary status.

Services include income tax preparation for personal, business, and estate needs, along with tax-savings strategies. The firm offers investment and retirement planning through IRA and qualified plans, asset management, college funding, and investment advisory services. Wealth accumulation and preservation strategies cover estate planning and charitable gifting. Business services assist with employee benefits and retirement structures.

Ta-Check Financial is known for its personalized financial services, aiming to build specialized plans based on clients' values and goals. The firm helps everyday families and local businesses manage financial objectives through a customizable approach.

With over two decades of experience in the Parma area, Ta-Check Financial provides comprehensive financial guidance tailored to local residents and business owners.

Ta-Check Financial sits on Ridge Road in Parma, Ohio, just 0.1 miles from Linda Corlett Health Associates and 0.2 miles from Pearl Road. The office is also near Ridge-Brook Elementary School and the Outerbelt South Freeway.

BizScoreAI gives Ta-Check Financial a Technical score of 85 out of 100, meaning its website is secure and easy for search engines to read without errors. The firm earns a Content Quality score of 75 out of 100, which shows its pages clearly answer customer questions and can be quoted directly by AI assistants. BizScoreAI also ranks the business number 1 of 3 Financial Planner businesses that it has scored in Parma.