Company

Return On Life Wealth Partners

Financial Services Brecksville, Ohio, United States 16 employees

Employees: 16
Contacts: 3
Emails: 3
Phones: 2

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Return On Life Wealth Partners Overview

Headquarters: Brecksville, Ohio, United States
Website: plannedfinancial.com
Industry: Financial Services
Employees: 16
Founded: 1994
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning - Investment Management Wealth Management: Retirement Planning; Estate Planning & Wealth Transfer; Education Planning; Divorce Financial Planning Insurance Solutions and Corporate 401(k): Plan Design Administration & Education

About Return On Life Wealth Partners

Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived. Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2023 Planned Financial Services. All Rights Reserved.

Return On Life Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Return On Life Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Joseph Rogers Ii	Chief Operating Officer	Massillon, Ohio, United States	Email Phone
Frank Fantozzi	President and Founder of Return on Life Wealth Partners & 401k Prosperity - Entrepreneur - Speaker - Philanthropist - Wine Enthusiast - Family Man	Brecksville, Ohio, United States	Email Phone
Chelsea Coleman Hussey, Cfp® Clu® Chfc®	Your Partner in Building Enduring Wealth and Lifestyle Harmony.	Brecksville, Ohio, United States	Email
Tom Reynolds, Mba, Cpa, Ea	Professor. Tax Manager. Cfo. Finance Director. Certified Public Accountant. Tax & Small Business Advisor. Friendly & Approachable Finance, Tax		View