Chamber of Commerce

      Christopher D. Urban - ClearPlan Financial, Inc

      ( 15 Reviews )

      Christopher D. Urban - ClearPlan Financial, Inc
      • 6470 New Taylor Road , Suite 115
        Orchard Park, New York 14127
      •   (716) 312-7424
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      Hours

      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (15 reviews)
      15
      0
      0
      0
      0
      Read Our 15 Reviews

      Chamber Rating

      5.0 - (15 reviews)
      15
      0
      0
      0
      0
      › ‹
      • Laura Cline

        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.
        Aug 30th, 2020

      • Charles Eichhorn


        Aug 20th, 2020

      • Joseph Ingrando


        Jul 16th, 2020

      • Tim Seel

        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.
        Jun 27th, 2020

      • Kendall Wilson


        Jun 21st, 2020

      Read Our 15 Reviews

      About
      Christopher D. Urban - ClearPlan Financial, Inc

      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 investable 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.

      Contact Info

      Products

      • Retirement Planning
      • Financial Planning
      • Estate Planning
      • Investment Planning & Asset Allocation
      • Long Term Care Plans

      Questions & Answers

      Q What is the phone number for Christopher D. Urban - ClearPlan Financial, Inc?

      A The phone number for Christopher D. Urban - ClearPlan Financial, Inc is: (716) 312-7424.

      Q Where is Christopher D. Urban - ClearPlan Financial, Inc located?

      A Christopher D. Urban - ClearPlan Financial, Inc is located at 6470 New Taylor Road, Suite 115, Orchard Park, New York 14127

      Q What is the internet address for Christopher D. Urban - ClearPlan Financial, Inc?

      A The website (URL) for Christopher D. Urban - ClearPlan Financial, Inc is: http://www.curetire.com/

      Q How big is Christopher D. Urban - ClearPlan Financial, Inc?

      A Christopher D. Urban - ClearPlan Financial, Inc employs approximately 20+ people.

      Q What days are Christopher D. Urban - ClearPlan Financial, Inc open?

      A Christopher D. Urban - ClearPlan Financial, Inc is open:
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM

      Q How is Christopher D. Urban - ClearPlan Financial, Inc rated?

      A Christopher D. Urban - ClearPlan Financial, Inc has a 5.0 Star Rating from 15 reviewers.

      Hours

      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Christopher D. Urban - ClearPlan Financial, Inc

      Overall Rating

      Overall Rating
      ( 15 Reviews )
      15
      0
      0
      0
      0
      Write a Review

      Laura Cline on Google

      image 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.

      Charles Eichhorn on Google

      image

      Joseph Ingrando on Google

      image

      Tim Seel on Google

      image 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.

      Kendall Wilson on Google

      image

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 15 Reviews )
      15
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