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ClearPlan Financial Inc

Finance · Orchard Park, New York

FinancialFinance
Orchard Park, New York, United States8 employees$1.2M revenue
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Products & Services

FinancialFinanceFinancial Services

About ClearPlan Financial Inc

This profile covers ClearPlan Financial Inc, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Orchard Park, New York, United States, operating in Financial Services and employing 6-10 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). ClearPlan Financial Inc is one of 231,744 Financial companies listed in New York.

Business Contact Information

Phone
+1 (716) 3127424
Fax
+XXX (716) 3127422
Address
6470 New Taylor Rd, Orchard Park, New York, 14127, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
8 (6-10)
Annual Revenue
$1.2M ($1M-$5M)

ClearPlan Financial Inc: frequently asked questions

What does ClearPlan Financial Inc do?

This profile covers ClearPlan Financial Inc, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Orchard Park, New York, United States, operating in Financial Services and employing 6-10 people.

Where is ClearPlan Financial Inc located?

ClearPlan Financial Inc is headquartered at 6470 New Taylor Rd, Orchard Park, New York, 14127, United States.

How many employees does ClearPlan Financial Inc have?

ClearPlan Financial Inc has about 8 employees (the 6-10 range).

What is ClearPlan Financial Inc's annual revenue?

ClearPlan Financial Inc's annual revenue is estimated at $1.2M (the $1M-$5M range).

What industry is ClearPlan Financial Inc in?

ClearPlan Financial Inc is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact ClearPlan Financial Inc?

Its website is clearplanfinancial.com and its phone number is +1 (716) 3127424.

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Manufacturing sales in New York, 2026

In New York, Factur's 2026 study counted 53 manufacturing quotes worth $5M and 8 purchase orders over 12 months: 15% of quotes became orders, against 21% nationally. See the New York data.

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