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Business Profile

Financial Planning Consultants

Return on Life Wealth Partners

About

About This Business

Planned Financial Services provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through a proactive approach that combines insightful analysis, personalized financial strategies and objective investment advice that is relevant and actionable. 

Photos and Videos

Business Details

BBB File Opened:
6/27/1997
Business Started:
1/1/1994
Business Incorporated:
3/1/2000
Type of Entity:
Corporation
Alternate Names:
401(k) Prosperity
Planned Financial Services, LLC
Business Management:
Mr. Frank Fantozzi, President & CEO

Additional Contact Information

Principal Contacts
Mr. Frank Fantozzi, President & CEO
Customer Contacts
Mr. Frank Fantozzi, President & CEO
Fax numbers
Primary Fax: (440) 740-0339
Additional Email Addresses
Primary: Email this Business
Additional Websites
Website 1
Website 2

Licensing information

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.

BBB records show a license number of CRD # 2441945 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

BBB records show a license number of CRD#: 4173133 for this business, issued by Financial Industry Regulatory Authority (FINRA)

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

Additional Information

Referral Assistance
National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
information@nfa.futures.org
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
webdfi@dfi.com.state.oh.us
Ohio Department of Commerce / Division of Real Estate
77 South High Street
Columbus OH 43215
Phone Number: 614-466-4100
Fax Number: 614-644-0584
http://www.com.ohio.gov/real
WebReal@com.state.oh.us
Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov
U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
chicago@sec.gov

More Resources

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