Planned Financial Services

Apr 18, 2025 10:39 PM

7000 Fitzwater Road Suite 300
Brecksville, OH (Ohio) 44141-1368
(440) 740-0****

Business Details

Frank Fantozzi (President)

Products:	Va Loans, Newsletters, Student Loans, 401K, Commercial Loans, Home Loans
Product Features:	Accounting
Services:	Divorce Planning, Fee-Based Services, Investments, Financial Planning, Event Planning, Newsletters, Wealth Management, Consultations, Investment Services, Employee Relations, Assessments, Email, Transfer Funds, Corporate Services, Business Services, Retirement Planning, Retirement Services, Estate Planning, Design, Insurance, Family Wealth Planning, Compensation, Risk Management, Accounting, Bookkeeping, Educational Planning, Individual Services
Service Features:	Insurance
Specialties:	Accountants, Compensation, Consultations, Divorce Planning, Email, Estate Planning, Event Planning, Insurance, Medical Coverage, Retirement Planning, Successions
Programs Offered:	Accounting, Design, Insurance
Special Hours:	Event Planning
Professionals on Staff:	Accountants
Certifications:	Registered, Insured
Sales Volume:	1M - 2M
Employee Size Range:	1 (appx)

Additional Categories

Planned Financial Services is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:

Coaching Business & Personal
Financial Planning Consultants & Services

North American Industry Classification System (NAICS) Categories:

Portfolio Management > Financial Planning & Services
Other Individual And Family Services > General Counseling Services > Coaching Business & Personal

Standard Industry Classification (SIC) Categories:

Investment Advice > Financial Planning & Services
Individual And Family Social Services > General Counseling Services > Coaching Business & Personal

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