News

Results Found: 4
Wednesday, October 10, 2018
CLEVELAND, OHIO – (October 2018) -  Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Ashley Benton-Cooperrecently joined the independent financial and investment planning firm as a client liaison and compliance specialist. Planned Financial Services brings a keen understanding of the unique challenges ...read more
Categories: General News Article, Press Release
Friday, September 28, 2018
Meyers Roman Welcomes Five Attorneys to its Growing Team  September 25, 2018  Meyers Roman is pleased to have welcomed three Partners, one Of Counsel and an Associate to the firm this summer. The addition of these five attorneys strengthens the firm’s depth and breadth of expertise available to its client base.   “We are thrilled to have each of these attorneys join our firm,” said Seth ...read more
Categories: Press Release
Monday, September 24, 2018
CLEVELAND, OHIO – (September 2018) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the seventh time by the Weatherhead School of Management, Case Western Reserve University. Established in 1988, The Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year, the ...read more
Categories: General News Article, Press Release
Thursday, March 29, 2018
CLEVELAND, OHIO – (March 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Forbes Best in State Wealth Advisor for the state of Ohio. Advisors included in the Forbes ranking of Best in State Wealth Advisors, developed by SHOOK Research, are deemed to be leading the way in offering best practices in providing a ...read more
Categories: General News Article, Press Release