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Planned Financial Services
Cleveland, Ohio
5.0
1 Review
Planned Financial Services, headquartered in Cleveland, OH, is a reputable local investment advisory firm that caters to a diverse clientele. With over 230 individual clients, they oversee an impressive $352,375,000 in assets under management, highlighting their expertise in wealth management and financial planning.
As a trusted partner in financial matters, Planned Financial Services distinguishes itself by offering comprehensive solutions tailored to meet their clients' specific needs. While the firm's focus extends beyond 401K and individual accounts, they possess the necessary expertise to effectively manage employer funds. A...see more
Assets Under Mgmt
$352.37M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Subscription Fees
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Planned Financial Services
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