We are proud to have Tony Mercuri as part of our financial planning department. One of the things we look for, in our advisors, is an unselfish spirit, and a genuine willingness to help people. Anyone that has worked with Tony will agree he fits the bill nicely. Tony has been married to his wife Suzanne for 21 years and when Tony is not helping people with their planning, he is busy helping Suzanne raise their two sons, Anthony age 17 and Nicholas age 14. Both, he and his wife, are lifelong Clevelanders with strong ties to the community.
Tony earned two degrees from the University of Cincinnati. He received a B.B.A. in Finance and a B.B.A. in Management. In addition to working with Ta-Check Financial, Tony is the owner/managing partner of Sharaba’s Financial Services headquartered in Willoughby Hills. In addition to having several financial industry registrations, he is a Certified Income Specialist and Accredited Investment Fiduciary. These designations cover every aspect of investing, taxation, and estate planning. Tony is one of our most Senior Advisors and has been a planner for 25 years, helping hundreds of families in the greater Cleveland area.
Tony will profess; there are five areas of concern for the person who is retired or getting ready to retire:
- Make sure there is enough income to last the rest of your life.
- All beneficiaries are correctly listed.
- All the “Family Money” stays in the Bloodline.
- Long-term care is provided if the need arises.
- Taxes are kept to a minimum.
In addition to his in-depth research and knowledge, he is a great communicator to the groups and individuals he speaks to and has a genuine willingness to help his clients. We truly believe he will provide you with an in-depth, thorough, and individualized retirement / estate plan.