Robert E. Kloss,  CFP<sup>&reg;</sup> - Financial Advisor

Robert E. Kloss, CFP®

JD

ClearPlan Financial Inc.

6470 New Taylor Road
Orchard Park, NY 14127
FINANCIAL ADVISOR'S WEBSITE
(716) 312-7424

General

Robert Kloss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ClearPlan Financial Inc. in Orchard Park, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cadaret, Grant and Co., Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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