To explore the advantages of wealth planning your way, please call us at 440.740.0130 or
CLICK HERE to
email us.
Whether you're seeking to establish a new relationship with an advisor who puts your interests first, or are simply seeking a second opinion, we will always welcome your inquiries.
Remember — a non obligatory phone call or meeting may open new doors and possibilities for you and your family for a more secure financial future. We are
always willing to make the time if you make the call.
Cleveland:
Planned Financial Services
7000 Fitzwater Road, Suite 300
Cleveland, Ohio 44141
Phone: 440.740.0130
Fax: 440.740.0339
CLICK HERE to contact us via e-mail.
CLICK HERE for directions to our office.
CLICK HERE to view Planned Financial Services ADV Part 2a - Firm Brochure
CLICK HERE to view Planned Financial Services ADV Part 2b - Brochure Supplement
The wealth consultants of Planned Financial Services, LLC are registered representatives with
and securities are offered through LPL Financial. Member FINRA/SIPC.
Copyright © 2008 Planned Financial Services. All Rights Reserved.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NY, OH, PA, SC, SD, TX, VI, WA.