ClearPlan Financial, Inc.

Nov 24th, 2020

Jul 13th, 2020

As a resident of Orchard Park, I was aware of ClearPlan Financial's solid reputation. Many of the team members have been a part of our community their entire lives. Their attention to detail and passion for excellence has made the financial aspects of my life secure.
Jul 10th, 2020

Robert and his company Clearplan Financial have been doing a great job helping my husband and myself with our financial needs for over 20 years. He is a caring, honest and helpful individual with a knack for explaining things so that we can understand. As our needs changed over the years, he helped us to make good and informed decisions for our wealth management. He and his company have helped us with insurance and real estate questions, tax preparation, saving for college first for our children and now for our grandchildren, retirement planning and maintenance and overall wealth management. I would recommend using his company.
Jun 7th, 2020

I've been with Robert since 2004. His integrity and honesty is beyond reproach. Not only has he managed my investments in a fiduciary manner, but he has provided estate, retirement and tax planning. His legal background gives him a unique perspective and insight.
May 1st, 2020