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 Recognized in Forbes as a 2021 Best-in-State Wealth Advisor
03/08/2021 - Frank Fantozzi Asked To Serve on Board of Trustees of Cleveland Clinic Member Hospital
02/25/2021 - Andrew Hardy Joins Cleveland-Based Planned Financial Services
02/16/2021 - PFS Wealth Advisor Amy Valentine Receives CFP® Certification
12/15/2020 - Planned Financial Services Sponsors Smart Women Breakfast and Awards for Fourth Consecutive Year
10/19/2020
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