ClearPlan Financial

Financial Services • Orchard Park, New York, United States • 1-10 Employees

Company overview

Headquarters	6470 NEW TAYLOR RD, Orchard Park, New York 14127, US
Phone number	+17163127422
Website	clearplanfinancial.com
NAICS	52
SIC	628
Keywords	Tax Planning, Insurance Planning, Retirement Planning, Portfolio Management, Financial Planning
Founded	2007
Employees	1-10
Socials

Key Contact at ClearPlan Financial

Robert Kloss

President

About ClearPlan Financial

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.

ClearPlan Financial revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$334,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

ClearPlan Financial has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

ClearPlan Financial has never raised funding before.