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 to showcase the success of business in the region, the NEO Success Awards program annually recognizes the top-performing companies in Northeast Ohio reflecting our region’s determination to expand and revitalize its economic status. The Award is unique in its combined measurement of success in sales, growth and profitability and represents the breadth and depth of business in Northeast Ohio. PFS will be recognized for their achievements amongst its peers, professionals and other award winners at a luncheon in March at Executive Caterers of Landerhaven.
Frank Fantozzi, President and CEO stated, “We are thankful for being recognized by Inside Business for our efforts as a team. This award demonstrates that culture matters. Our continuous efforts to improve the client experience through thoughtful, timely and relevant advice helps our clients shape the outcomes they seek in life. Knowing our clients’ financial picture is not enough. Knowing what motivates and makes are clients happy and secure in their future drives the way we help. As a result, our clients are loyal and are willing to refer our team to their friends. That is the highest compliment of success a firm can ask for.”
The team at PFS believes that pursuing your goals and dreams does not happen by simply handing over control of your assets and your future, but in ensuring your unique voice is heard and your vision reflected in every decision. This philosophy helps to shape each client’s unique Return on Life ® , an individually- defined measure of success that goes well beyond investment performance. PFS focuses on developing long-term partnerships built on mutual trust and respect that begin with asking questions and listening carefully, not making assumptions. They believe that awareness, shared by client and advisor, is what makes opportunities visible and leads to confidence and clarity in pursuing goals.
PFS has had a strong presence in Northeast Ohio since 1994, and now advises clients in more than 10 states, and currently employs seven team members. The firm provides access to a full suite of financial advisory and investment services including several unique programs it developed to address specific client needs: Wealth Plan TM , Divorce Right ® , Family Office SM , and Balancing Act SM . Business services offered by PFS include 401(K) Plus ® , Executive Benefits, and Succession /Exit Strategies.