About ClearPlan Financial, Inc.
Reviews for ClearPlan Financial, Inc.
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
ClearPlan Financial, Inc. is a firm with a solid reputation. The team provides clear and precise financial planning, offering services in investments, estate, retirement, and tax planning. Their approach is noted for exceptional attention to detail and a fiduciary manner. The team's knowledge, along with a unique legal background, offers a valuable perspective. Clients report feeling optimistic and secure about their financial future, appreciating the passionate and excellent service from this community-oriented team.
I've been with Robert since 2004. His integrity and honesty is beyond reproach. Not only has he managed my investments in a fiduciary manner, but he has provided estate, retirement and tax planning. His legal background gives him a unique perspective and insight.
What I’ve experienced and appreciate the most is Robert’s exceptional attention to detail. The direction he has taken my finances is certainly not random. I am gracious for the several people who have referred me to Robert and ClearPlan Financial.
Robert at Clear Plan Financial is exceptional. I only wish I would of discovered his expertise earlier. His knowledge of financial planning, and legal background make him a dual asset.
Thank you to you and your fabulous team.