Increasing Your Return on Life.®

Planned Financial Services Selected as an Honoree for The 2016 Customer Service Awards

11/16/2016
CLEVELAND, OHIO – (November 2016) -  Planned Financial Services (PFS) was selected as an honoree for The 2016 Customer Service Awards...
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Frank Fantozzi Recognized as One of the 2016 Top 401 Retirement Plan Advisers

10/02/2016
CLEVELAND, OHIO – (September 2016) -  Frank Fantozzi of 401(k) Prosperity™ in Cleveland, Ohio was recently named among the Read More

Planned Financial Services Selected as Upstart Winner for the 2016 Weatherhead 100

09/15/2016
CLEVELAND, OHIO – (September 2016) -  Planned Financial Services (PFS), for the fifth time, was named a Weatherhead 100 Upstart company, being recognized...
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Frank Fantozzi Attends LPL Financial Annual Advisory Leaders Forum

08/09/2016
Cleveland, Ohio, August, 2016--- Frank Fantozzi, President and Founder of Planned Financial Services (PFS), an independent wealth management firm in Cleveland, announced today that ...
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Planned Financial Services Launches New Website

06/27/2016
After months of creativity behind the scenes, we’re excited to announce the launch of our new Planned Financial Services website: www.PlannedFinancial...
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Planned Financial Services Further Deepens Resources and Talent Serving Corporate Retirement Plans

07/31/2015
CLEVELAND, OHIO – (August 2015) – Planned Financial Services (PFS) is pleased to announce the addition of Chris Waters to the Planned Financial Services team. Chris brings a strong background...
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Frank Fantozzi of Planned Financial Services Named Top U.S. Retirement Plan Adviser for 2015 by Financial Times

05/31/2015
Cleveland, Ohio, June 2015 – The Financial Times (FT) has selected Frank Fantozzi, President of Planned Financial Services in Cleveland, for its first ever listing of America’s top 401 Retirement...
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Frank Fantozzi Honored as Five Star Wealth Manager

03/31/2015
Cleveland, Ohio, April 2015 – Frank Fantozzi, President and CEO of Planned Financial Services was recently recognized as a Five Star Wealth Manager, a distinction awarded to less than 7% of wealth...
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Planned Financial Services (PFS) Selected as 2015 NEO Success Award Winner

02/28/2015
Cleveland, Ohio, March 2015-- - Planned Financial Services (PFS), for the seventh time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way ...
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Merger of Planned Financial Services and Plax & Associates Elevates Regional and National Wealth Management Offering

09/30/2014
Merger of Planned Financial Services and Plax & Associates Elevates Regional and National Wealth Management Offering CLEVELAND, Ohio (October 1, 2014) – Planned Financial Services (PFS) and...
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Planned Financial Services (PFS) Selected as 2014 NEO Success Award Winner

01/31/2014
Cleveland, Ohio, February 2014-- - Planned Financial Services (PFS), for the sixth time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way...
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Planned Financial Services Celebrates 20 Years Helping Clients Pursue More than Investment Returns

12/31/2013
Cleveland, Ohio based Planned Financial Services (PFS) celebrates a landmark anniversary in 2014 – 20 years of helping individuals, families and business owners pursue the Return on Life ®...
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Planned Financial Services (PFS) Selected as 2013 NEO Success Award Winner

02/28/2013
Cleveland, Ohio, March 2013-- - Planned Financial Services (PFS), for the fourth time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to...
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Planned Financial Services (PFS) Selected as 2012 NEO Success Award Winner

02/29/2012
Cleveland, Ohio, March 2012-- - Planned Financial Services (PFS), for the third time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to...
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Planned Financial Services (PFS) Announces New Team Member

12/31/2011
Cleveland, Ohio, February 2012-- - Planned Financial Services is pleased to announce that Cynthia Yang has joined their professional team as a Wealth Advisor Assistant. Cynthia brings her knowledge...
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Planned Financial Services (PFS) Selected as a Weatherhead 100 Upstart Company Winner for 2011

11/01/2011
Cleveland, Ohio, November 2, 2011-- - Planned Financial Services (PFS), for the fourth time, was named a Weatherhead 100 Upstart company. The prestigious annual award is presented by the Case Western...
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Planned Financial Services (PFS) Gives Back to the Community

06/30/2011
Cleveland, Ohio, July 12, 2011-- - Planned Financial Services took its talents outside of the office on June 30 th by volunteering at The Free Clinic of Greater Cleveland through the United Way Days...
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