Cleveland, Ohio, March 2015-- - Planned Financial Services (PFS), for the seventh 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 the region’s determination to expand and revitalize its economic status. This 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 was recognized for their achievements amongst its peers, professionals and other award winners at a luncheon on March 26th at Executive Caterers of Landerhaven in Mayfield Heights.
Frank Fantozzi, President and CEO stated, “We are grateful that Inside Business magazine has once again recognized the PFS team for all of their efforts. This award demonstrates that culture matters and that our continuous efforts to improve the client experience through pertinent, timely and relevant advice helps our clients shape the outcomes they seek in life. Knowing our clients’ financial picture is simply not enough. Knowing what motivates and makes our clients happy and secure in their future drives the way we help; and, as a result, our clients are loyal and willing to refer our team to their family, friends, and colleagues. That is the highest compliment of success a firm can ask for.”
PFS 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.
For more information about the many services offered by PFS, contact Fantozzi at Frank@PlannedFinancial.com or by phone at 440.740.0130 (x. 222).