Home
Our Team
Client Online Access
About Us
Resources
Contact Us

Kimberly Kowalski

Client Experience Manager / LPL Registered Representative

716-312-7424 x100

716-312-7422

kim@clearplanfinancial.com

Contact

Office: 716-312-7424

Fax: 716-312-7422

6470 New Taylor Road

Orchard Park, NY 14127

TheTeam@clearplanfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WNY Asset Management, LLC, a registered investment advisor. WNY Asset Management, LLC. and ClearPlan Financial, Inc., are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.