About
Overview
Timothy P. McKee CPA/PFS
1013 Rockside Rd Ste C
Cleveland, OH 44134-2700
BBB Accreditation & Rating
About This Business
Retirement Planning
Social Security Planning
Estate Planning
Risk Management
Long Term Care
Income Tax Planning Strategies
Legacy Planning / Charitable Giving
Investment Management
Establishment of Company Retirement Plans (401k, Defined Benefit Plan)
BBB Accredited Since: 11/25/2025
Years in Business: 1
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 11/19/2025
- Business Started:
- 8/6/2024
- Business Incorporated:
- 8/6/2025
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Timothy P McKee, Owner
Additional Contact Information
- Principal Contacts
- Mr. Timothy P McKee, Owner
- Customer Contacts
- Mr. Timothy P McKee, Owner
- Additional Email Addresses
- Primary: Email this Business
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 CPA.57925 for this business, issued by Ohio Accountancy Board. The expiration date of this license is 12/31/2027.
Ohio Accountancy Board
77 S. High Street, 18th Floor
Columbus OH 43215
BBB records show a license number of CRD#: 5281206 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 3/1/2027.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteAdditional Information
- Other Resources
- Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
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