CONNECT

Address:

6470 New Taylor Rd
Orchard Park, NY 14127

Phone:

(716) 312-7424

Fax/Other:

(716) 312-7422

Kevin M. Mohr, MBA

Kevin M. Mohr, MBA

Financial Advisor

As an independent financial advisor at ClearPlan Financial, Inc., I help individuals and business owners make smart decisions with their money.  I earned my Bachelors in Business Administration, Magna Cum Laude from Wichita State University and my Masters of Business Administration (MBA) from the State University of New York at Buffalo.

It is my job as your financial partner to determine the right mix of accounts, investments, insurance and overall risk level to take in order to give you the lifestyle you want.  I do not believe in a one-size-fits-all approach to investing, so customizing a plan that fits your needs is priority number one.

My client commitment to you stems from my years working for my family's local home improvement business. I will earn your trust through ongoing, open communication and consistently meeting or exceeding your expectations. We will work together to customize a strategy to meet your specific goals, keeping your personal risk tolerance top of mind.

 

Phone (716) 312-7424
Fax (716) 312-7422
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck