Planned Financial Services is your financial steward, seeking to protect and prudently grow your wealth now and for future generations according to your family plan. For more than 25 years, we’ve forged relationships with industry leaders and innovators to bring resources to our clients that help anticipate and overcome challenges, and bring greater simplicity and clarity to managing wealth. Securities are offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2016 Planned Financial Services. All Rights Reserved.
View Top Employees from Planned Financial Services| Website | http://www.plannedfinancial.com/ |
| Revenue | $28 million |
| Employees | 15 (15 on RocketReach) |
| Founded | 1994 |
| Address | 7000 Fitzwater Rd Ste 300, Brecksville, Ohio 44141, US |
| Phone | (440) 740-0130 |
| Fax | (216) 373-6547 |
| Technologies |
JavaScript,
HTML,
Twitter
+18 more
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 23 Million |
| Keywords | Mistakes When Loved One Dies |
| Competitors | Covenant Wealth Advisors, Elysien Private Wealth, Pillar Wealth Management, Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Planned Financial Services Questions
The Planned Financial Services annual revenue was $28 million in 2024.
Frank Fantozzi is the Founder and President of Planned Financial Services.
15 people are employed at Planned Financial Services.
Planned Financial Services is based in Brecksville, Ohio.
The NAICS codes for Planned Financial Services are [5239, 52393, 52, 523].
The SIC codes for Planned Financial Services are [628, 62].
Top Planned Financial Services Employees
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ViewMichael Rinaldi
Retirement Plan Advisor at Planned Financial Services
Chagrin Falls, Ohio, United States25+ -
31
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11
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Michael Rinaldi
Retirement Plan Advisor at Planned Financial Services
Chagrin Falls, Ohio, United States15+ -
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22
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25+
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12
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