ClearPlan Financial, Inc. provides portfolio management, retirement, estate, and tax planning. We integrate complex financial strategies to make sure one discipline doesn’t adversely impact another. ClearPlan’s holistic approach starts with a comprehensive evaluation of our client's financial goals, time horizons and risk tolerances. Our firm’s success has come from developing productive long-term professional relationships with our clients. We advise a nationwide client base with over $400 million in investment assets. As independent fee based advisors, we provide personalized, objective advice. We work with families and businesses who are looking for direction as they face complex financial challenges. Securities offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. ClearPlan Financial, Inc and Cadaret Grant are separate entities. As a CFP®, Robert E. Kloss, Ray Carter and ClearPlan Financial may be compensated by Commission and Fees.
View Top Employees from ClearPlan Financial, Inc.Website | http://www.clearplanfinancial.com/ |
Revenue | $654000 |
Employees | 12 (12 on RocketReach) |
Founded | 2007 |
Address | 6470 NEW TAYLOR RD, Orchard Park, New York 14127, US |
Phone | (716) 312-7424 |
Fax | (716) 312-7422 |
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Industry | Financial Services, Finance General, Financial Planning, Finance, Retirement Planning, Tax Planning, Insurance Planning, Portfolio Management |
Competitors | American Investment Planners LLC, Mollot & Hardy, Inc. Wealth Advisors, NY FarmNet, Park Avenue Financial Advisors, Wealth Management Group, LLC. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular ClearPlan Financial, Inc. employee's phone or email?
The ClearPlan Financial, Inc. annual revenue was $654000 in 2023.
Robert Kloss is the President of ClearPlan Financial, Inc..
12 people are employed at ClearPlan Financial, Inc..
ClearPlan Financial, Inc. is based in Orchard Park, New York.
The NAICS codes for ClearPlan Financial, Inc. are [523, 52393, 52, 5239].
The SIC codes for ClearPlan Financial, Inc. are [628, 62].