Planned Financial Services LLC

Legal Name: PLANNED FINANCIAL SERVICES, LLC

7000 FITZWATER ROAD, SUITE 300, CLEVELAND, OH

440-740-0130 http://plannedfinancial.com/ Frequently Asked Questions (FAQ)

Full Contact Details

Planned Financial Services LLC

7000 FITZWATER ROAD, SUITE 300, CLEVELAND, OH

440-740-0130

440-740-0339

Other Info

Planned Financial Services LLC, registered as PLANNED FINANCIAL SERVICES, LLC, is a Limited Liability Company based in Ohio with a staff strength of 10, half of whom are client advisors. While the exact number of clients the company serves is unknown, it has received SEC's approval as of March 14, 2017.

Financial Advisor, Wealth & Retirement Management

Planned Financial Services is a Cleveland, Ohio based Registered Investment Advisor (RIA) providing financial planning, wealth management and retirement advice.

Direct Owners

FRANK FANTOZZI
PRESIDENT, CHIEF COMPLIANCE OFFICER owns 75% or more

Firms Located Nearby

All Firms Located Nearby

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

English / Deutsche / Français / Español / 大和 / Portugues
About Blog Privacy Policy