BBB Accredited Business Profile

Planned Financial Services, LLC

Planned Financial Services, LLC

(440) 740-0130

Planned Financial Services, LLC

23 years in business
7000 Fitzwater Rd Ste.# 300
Cleveland, OH 44141
Fax Numbers
  • (440) 740-0339
Additional Email Addresses
  • michelle@plannedfinancial.com
  • frank@plannefinancial.com
  • elisabeth@plannedfinancial.com
Additional Website Addresses
BBB File Opened: 06/27/1997
Business Started: 01/01/1994
Business Incorporated: 03/01/2000 in OH
Type of Entity
Corporation
Business Management
  • Mr. Frank Fantozzi, President & CEO
  • Mr. Jeremy Bok, Vice President
  • Elisabeth Plax
Contact Information
  • Principal: Mr. Frank Fantozzi, President & CEO
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Insurance - Long Term Care
  • Investment Advisory Service
  • Estate Planning & Management
  • College Savings Plans

Alternate Business Names
  • 401K Plus
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

Planned Financial Services (PFS) seeks to help you meet important financial goals while increasing your Return on Life®, an individually-defined measure of success that goes well beyond investment performance.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Planned Financial Services, LLC

Planned Financial Services, LLC

BBB ACCREDITED SINCE 03/14/2003

Customer Review Rating:

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Composite Score:

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