Business ProfileforTa-Check Financial, Ltd.
At-a-glance
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Overview
Ta-Check Financial, Ltd. provides tax preparation services, investment and retirement planning. wealth accumulation and preservation strategies, estate planning, retirement planning and insurance services.
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Business Details
This is a multi-location business.
- Location of This Business
- 7979 Pearl Rd, Strongsville, OH 44136-1629
- BBB File Opened:
- 9/10/1997
- Years in Business:
- 28
- Business Started:
- 1/27/1996
- Business Incorporated:
- 11/29/2001
- Accredited Since:
- 9/17/1997
- 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.
These agencies may include:
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.These agencies may include:
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 12/31/2024.These agencies may include:
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
Fax: (216) 5222992
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 12/31/2024.These agencies may include:
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
Fax: (216) 5222992
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.These agencies may include:
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Fax: (614) 6443743
https://www.insurance.ohio.gov/
- Internal Revenue Service (IRS)
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Sii Investments
- LPL Financial
- P&R Financial LLC
- Business Management
- Mr. James Ptacek, President
- Mr. David Ptacek, Principal
- Contact Information
Principal
- Mr. James Ptacek, President
Customer Contact
- Mr. James Ptacek, President
- Additional Contact Information
Fax Numbers
- (216) 739-1041Other Fax
- (440) 891-1203Other Fax
Phone Numbers
- (216) 398-4333Other Phone
- (440) 331-0001Other Phone
Email Addresses
- Primary
- (216) 739-1041
Customer Complaints
0 Customer Complaints
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