Results Found: 3
Tuesday, December 04, 2018
CLEVELAND, OHIO – (December 2018) -  Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to welcome Amy Valentine to the firm’s expanding team of experienced wealth advisors and client relationship management professionals. Amy is a CFA® charterholder and a Wealth Advisor with more than 14 years of experience in financial more
Categories: General News Article, Press Release, Community, Human Interest
Tuesday, November 13, 2018
CLEVELAND, OHIO – (November 2018) - 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for 401(k) Prosperity® as it signifies more
Categories: General News Article, Press Release
Thursday, March 29, 2018
CLEVELAND, OHIO – (March 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Forbes Best in State Wealth Advisor for the state of Ohio. Advisors included in the Forbes ranking of Best in State Wealth Advisors, developed by SHOOK Research, are deemed to be leading the way in offering best practices in providing a more
Categories: General News Article, Press Release