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 II.
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, NC, NY, OH, PA, SC, TX, VI, WA.