Contact Us
Planned Financial Services partners with individuals, families, and business owners to provide a full range of wealth planning services. Please call, email, or submit the form below to get in touch with our team of skilled and passionate financial advisors. Let’s get started helping you pursue the desired outcomes you seek!
Planned Financial Services
7000 Fitzwater Road, Suite 300
Brecksville, Ohio 44141
Toll Free: 1-877-514-9991
Direct: 440.740.0130
Fax: 440.740.0339
Form ADV Part 2A Firm Brochure
Form ADV Part 2b Brochure Supplement for Frank Fantozzi
Form ADV Part 2b Brochure Supplement for Cynthia (Yuanyuan) Yang
Form ADV Part 2b Brochure Supplement for Chelsea Hussey
Form ADV Part 2b Brochure Supplement for Danielle LeChard
Form CRS - Customer Relationship Summary
Business Continuity Plan Summary