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

Our Team

Robert Kloss, JD, CFP®

President
Raymond A. Carter, CFP®

Partner, Registered Principal
Bruce N. Keiser

Financial Advisor
Anne Cooper

Financial Advisor
Andrew S. Adelman

Financial Advisor
Kevin M. Mohr, MBA

Financial Advisor
Jonathan L. Petrie

Financial Advisor
Melissa Bautz

Administrator

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	25,444.34	+0.26%
Dow Jones Transportation	10,438.81	+0.33%
Dow Jones Utilities	746.30	+1.56%
Nasdaq Composite	7,449.03	-0.48%
Nasdaq 100	7,107.23	-0.12%
NYSE Composite	12,457.26	+0.09%
AMEX Composite	2,652.44	+0.17%
PHLX Semiconductor Index	1,225.94	-1.55%
OSX Oil Service Sector Index	137.69	-0.64%

[ 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.