Planned Financial Services in the News
- U.S. News & World Report
08/14/2020 - Cleveland.com
07/14/2020 - Advisory Cloud
05/20/2020 - Investment News
09/07/2019 - Frank Fantozzi is Panelist at Smart Business Family Business Conference
09/10/2015
Press Releases
- Frank Fantozzi is Named a Forbes Best-In-State Wealth Advisor for 8th Consecutive Year
04/17/2025 - Lesia Marshek Joins Return On Life® Wealth Partners
04/15/2025 - Bradley S. Scarbrough Joins Return On Life® Wealth Partners as Director of Marketing and Business Development
02/17/2025 - Cynthia Yang and Chelsea Hussey Recognized as Forbes Best-In-State Top Women Wealth Advisors for 2025
02/14/2025 - Return On Life® Wealth Partners Named a Forbes Best-In-State Wealth Management Team for Second Consecutive Year
01/28/2025
Upcoming Events
- Check back soon for upcoming events.