Increasing Your Return on Life.®

Planned Financial Services Selected as an Honoree for The 2016 Customer Service Awards

Published: 11/16/2016

CLEVELAND, OHIO – (November 2016) -  Planned Financial Services (PFS) was selected as an honoree for The 2016 Customer Service Awards and was recognized amongst its peers at the Power Players of Cleveland luncheon on November 3, 2016 at The Silver Grille in downtown Cleveland.  The 2016 Customer Service Awards are presented by Smart Business magazine and recognize 25 organizations in the Cleveland area that have demonstrated their commitment to delivering world-class customer service – both internally and externally. The program serves to raise awareness of the importance of customer service in the business world and to share best practices from those who strive to do it best.

President and Founder, Frank Fantozzi attributes the firm’s success to the teamwork of its dedicated employees whose main focus is to provide superior customer service to their long-standing clients and professional colleagues. PFS understands the value of going above and beyond client expectations to deliver a world-class customer service experience. 

About Planned Financial Services

Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 30 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach that combines insightful analysis along with personalized financial strategies and unbiased investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.

For more information about the many services offered by PFS, contact Frank Fantozzi at Frank@PlannedFinancial.com or by phone at 440.740.0130 x. 222. 

Securities offered through LPL Financial. Member FINRA/SIPC

Want help? Let's talk.

We Don't Want to Brag But...