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 managers in the Cleveland metropolitan area. Fantozzi was evaluated on 10 key factors, including client retention rates, client assets administered and favorable regulatory and complaint histories.
“I have focused on providing personal service, innovative strategies and unbiased guidance for the past 21 years, and it is an honor to be recognized for those efforts,” says Fantozzi. “Being named as a Five Star Wealth Manager demonstrates my commitment to placing my clients’ best interest first and helping them to gain confidence in their financial future.”
About Five Star Professional
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors, to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.
About Planned Financial Services
Planned Financial Services has had a strong presence in Northeast Ohio since 1994. The independent financial planning and wealth management firm advises clients in more than 25 states, employs 10 team members and provides individual and corporate clients with access to a full suite of financial, advisory and investment services.