Broker Check
James Ptacek

James Ptacek

Founder and CEO

James “Jim” Ptacek co-founded Ta-Check Financial with his brother David. Jim has been in the financial industry for over 30 years. He started in the industry in 1989 at Kidder Peabody. He then worked with Divito & Associates as well as Charter One Bank. In 1994, he worked at Gilman & Ciocia where he ran five (5) local branches and twenty (20) national offices. That company went public and that is when Jim left Gilman & Ciocia to start Ta-Check Financial. Jim has done many public seminars and speaking engagements and was a frequent guest on Cleveland’s local news outlets.

 Jim grew up in North Olmsted, OH and attended both Case Western Reserve and Akron University. He holds FINRA Series 7, 63, and 66 licenses and is an Investment Advisor Representative with LPL Financial. Jim also is appointed in various states for insurance (life, health, disability, LTC). He also has over 30 years of tax preparation experience for individuals, businesses, trusts, and estates.

Jim enjoys personally helping his clients on all aspects of their financial planning. He prepares comprehensive financial plans and individualizes them to suit each clients’ needs & goals.  This includes reviewing the client’s current financial position and recommending strategies for tax planning, estate planning and risk management. Jim meets with clients multiple times throughout the year to track and evaluate the progress of their individual retirement goals.      

Jim currently resides in Strongsville, OH with his daughter Mellise and their three Labrador retrievers. He enjoys coaching, reading, exercising, playing basketball, and traveling with his daughter and son, Tyler. He also enjoys watching them play sports. Jim is a member of Biohacking Network of Business Owners and is actively involved with the Ohio Basketball Club and many charities within the community.