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Robert E. Kloss, Jr., CFP®, JD

ClearPlan Financial Inc.

4735 Southwestern Blvd
Ste 102
Hamburg, NY 14075
Phone: (716) 312-7424

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Special Needs
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.