Planned Financial Services in the News
- U.S. News & World Report
08/14/2020 - Cleveland.com
07/14/2020 - Advisory Cloud
05/20/2020 - Investment News
09/07/2019 - Frank Fantozzi is Panelist at Smart Business Family Business Conference
09/10/2015
Press Releases
- Frank Fantozzi is Honored as One of LPL Financial's Top Financial Advisors
02/15/2023 - Planned Financial Services Is Awarded Weatherhead 100 Upstart for 10th Time
11/10/2022 - Planned Financial Services Holds Its 14th Annual Cleveland Economic Summit
10/11/2022 - Frank Fantozzi is Featured Panelist and Sponsor for the Smart Business Family Business Conference for 6th Consecutive Year
10/07/2022 - 401(k) Prosperity Certification for Fiduciary Excellence is Renewed by CEFEX
10/03/2022
Upcoming Events
- Check back soon for upcoming events.
Past Events
- The 12th Annual Cleveland Economic Summit
10/20/2020 - 25th Anniversary Celebration at Sapphire Creek Winery & Gardens
10/24/2019 - The 11th Annual Cleveland Economic Summit
06/12/2019 - Cybersecurity and Identity Theft Seminar
01/16/2019 - The 10th Annual Cleveland Economic Summit
06/26/2018