Services, nec, nec, Financial consultant, Industrial and labor consulting services
Planned Financial Services
Planned Financial Services specializes as a financial planning consultant. Based in Cleveland, Ohio, it provides wealth management and corporate services. The company's wealth management services include estate planning, retirement, tax consulting and life insurance. Its corporate services offer executive benefits, succession and risk management. Employee health and welfare benefits include customized employee benefit websites and medical programs, medical savings and reimbursement plans. Planned Financial Services is a member of the Financial Industry Regulatory Authority and Securities Investor Protection Corporation.