ClearPlan Financial, Inc. provides financial planning, portfolio management and tax planning.

Contact Us

6470 New Taylor Rd

Orchard Park, NY 14127

Phone: (716) 312-7424

Fax: (716) 312-7422

TheTeam @clearplanfinancial.com

Map and Directions

The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Videos

A dynamic library of videos.
Flipbooks

These magazine-style flipbooks provide helpful information.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Market Watch

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	24,370.24	-0.22%
Dow Jones Transportation	9,831.00	-0.46%
Dow Jones Utilities	756.94	+0.19%
Nasdaq Composite	7,031.83	+0.16%
Nasdaq 100	6,704.24	+0.32%
NYSE Composite	11,860.65	-0.24%
AMEX Composite	2,383.70	-0.50%
PHLX Semiconductor Index	1,181.48	+0.62%
OSX Oil Service Sector Index	93.65	-1.48%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Contact Us

6470 New Taylor Rd

Orchard Park, NY 14127

Phone: (716) 312-7424

Fax: (716) 312-7422

TheTeam @clearplanfinancial.com

Map and Directions

Securities and Advisory services offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. ClearPlan Financial, Inc and Cadaret Grant are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered:

Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virgina, and Washington.

As a CFP®'s, Robert E. Kloss, Raymond A. Carter and ClearPlan Financial Inc. are fee based.