Accredited Investment Fiduciary, LPL Financial Planner
Tony is one of Ta-Check Financial most senior advisors and has been working in industry for over 25 years. He received a B.B.A in Finance and B.B.A in management from the University of Cincinnati. Tony is an Accredited Investment Fiduciary, holds the Series 7 and 66 Registrations with LPL Financial as well as the Ohio Life and Health Insurance License. These designations cover many aspects of investing, taxation and estate planning. In addition to working with Ta-Check Financial, Tony is the owner/managing partner of Sharaba’s Financial Services headquartered in Willoughby Hills.
Tony provides all his clients with in-depth research and expertise with a genuine willingness to help them with their retirement and or estate plan. When Tony is not helping clients with their financial planning, he is busy helping his wife Suzanne raise their two sons Anthony and Nicholas. Both Tony and Suzanne are lifelong Clevelanders with strong ties to the community.