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ClearPlan Financial, Inc.Financial advisor in Lackawanna, NY

ClearPlan Financial, Inc. is a financial advisor at 6470 New Taylor Rd, Orchard Park, NY 14127, ranked #18 of 131 financial advisors in Lackawanna and rated 5.0 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lackawanna, NYUpdated 0 paid placements in any rankingHow we rank

Call (716) 312-7424Website ↗

Key facts

Key facts about ClearPlan Financial, Inc.
Address6470 New Taylor Rd, Orchard Park, NY 14127, Lackawanna, NYGet directions
Phone(716) 312-7424
Websiteclearplanfinancial.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lackawanna and 11 towns within 25 miles: West Seneca, Cheektowaga, Depew, Lancaster, Buffalo, Eggertsville, Amherst, Kenmore, Tonawanda, North Tonawanda and Grand Island.

Based in Lackawanna, NYView on map

Opening hours

Opening hours for ClearPlan Financial, Inc.
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about ClearPlan Financial, Inc.

How is ClearPlan Financial, Inc. ranked in Lackawanna?

ClearPlan Financial, Inc. is ranked #18 of 131 financial advisors in Lackawanna by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are ClearPlan Financial, Inc.’s hours?

ClearPlan Financial, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does ClearPlan Financial, Inc. serve?

Serves Lackawanna and 11 towns within 25 miles: West Seneca, Cheektowaga, Depew, Lancaster, Buffalo, Eggertsville, Amherst, Kenmore, Tonawanda, North Tonawanda and Grand Island. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about ClearPlan Financial, Inc.?

ClearPlan Financial, Inc. has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ClearPlan Financial, Inc.?

Call ClearPlan Financial, Inc. on (716) 312-7424. The business is at 6470 New Taylor Rd, Orchard Park, NY 14127, Lackawanna, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

ClearPlan Financial, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
ClearPlan Financial, Inc. (this business)—655.0 (10)NoNo
Bentham Wealth Advisors#16655.0 (24)NoNo14.2 mi
Winthrop Partners#17655.0 (11)NoNo0.2 mi
Bank of America (with Drive-thru ATM)#19653.6 (63)YesNo11.0 mi

See all 131 ranked financial advisors in Lackawanna