Small Shop, Big Bang

EO Cleveland member Frank Fantozzi’s company, Planned Financial Services (PFS), was recently named one of COSE’S “Ten Under 10” award recipients for 2008. PFS is a boutique, wealth-management firm that, for more than 15 years, has focused on planning and wealth-management services for clients seeking a vested partner in their success. Each year, COSE honors 10 companies who, with 10 or fewer employees, have been in business for one year and offers best practices in innovation, growth, success, value to the community and the environment, diversity promotion and customer service excellence.