News

Results Found: 2
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 ...read more
Categories: General News Article, Press Release
Wednesday, March 14, 2018
CLEVELAND, OHIO – (March 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Distinguished Marketing and Sales Awards (DMSA) recipient. The annual award, which is presented by the Sales & Marketing Executives of Cleveland (SME Cleveland), is a premier honor within this industry acknowledging excellence and providing ...read more
Categories: General News Article, Press Release