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.


Conditions of EO Membership Application and Renewal:
Every member who applies or renews their membership agrees to comply with the Policies and Procedures, Bylaws and Code of Conduct of Entrepreneurs' Organization. Current members must complete the online renewal form acknowledging review of the organization's Policies and Procedures, Bylaws and Code of Conduct.

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