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    Planned Financial Services

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    Description

    • 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 20 years, weve 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.orgThe 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.
    • location

      Headquarters:7000 Fitzwater Road Suite 300, Brecksville, Ohio, United States

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    • Planned Financial Services phone

      Phone Number: +1 440-740-0130

    • Planned Financial Services website

      Website: https://www.plannedfinancial.com

    • Planned Financial Services employees

      Employees:9

    • Planned Financial Services revenue

      Revenue:$1 - 10M

    • Planned Financial Services legal name

      Legal Name:Planned Financial Services

    • Planned Financial Services's Social Media

      Planned Financial Services linkedin Planned Financial Services facebook Planned Financial Services twitter
    • done Is this data correct?

    • |  NAICS Code: 541614  |

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    Person level website identification

    Founder And President for Planned Financial Services

    Frank Fantozzi

    Founder And President

    Person level website visitor identification

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    View Employees

    Frank Fantozzi

    Founder And President

    Leroy Isbell

    Owner

    Doris Isbell

    Owner

    Joseph Rogers

    Finance And Operations Director

    Shrp Lauren Jirousek

    Office And Accounting Manager

    Frequently Asked Questions regarding Planned Financial Services

    • Where are Planned Financial Services's Headquarters?

      Planned Financial Services's Headquarters are in 7000 Fitzwater Road Suite 300,Brecksville,Ohio,United States

    • What is Planned Financial Services's phone number?

      Planned Financial Services's phone number is +1 440-740-0130

    • What is Planned Financial Services's official website?

      Planned Financial Services's official website is https://www.plannedfinancial.com

    • What is Planned Financial Services's Revenue?

      Planned Financial Services's revenue is $1 - 10M

    • What is Planned Financial Services's NAICS code?

      Planned Financial Services's NAICS code is 541614

    • How many employees are working in Planned Financial Services

      Planned Financial Services has 9 employees

    • What is Planned Financial Services's Industry?

      Planned Financial Services is in the industry of Financial Services

    • Who is Planned Financial Services's Founder And President?

      Planned Financial Services's Founder And President is Frank Fantozzi

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