Jonathan Petrie

Registered Principal at ClearPlan Financial, Inc. - Orchard Park, NY, US

Jonathan Petrie's Colleagues at ClearPlan Financial, Inc.
Christopher Urban

Financial Consultant - Retirement Income Certified Professional (RICP®)

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Jonathan Petrie's Contact Details
HQ
716 312-7424
Location
Buffalo-Niagara Falls Area
Company
ClearPlan Financial, Inc.
Jonathan Petrie's Company Details
ClearPlan Financial, Inc. logo, ClearPlan Financial, Inc. contact details

ClearPlan Financial, Inc.

Orchard Park, NY, US • 10 - 19 Employees
Financial Services

ClearPlan Financial, Inc. provides portfolio management, retirement, estate, and tax planning. We integrate complex financial strategies to make sure one discipline doesn't adversely impact another. ClearPlan's holistic approach starts with a comprehensive evaluation of our client's financial goals, time horizons and risk tolerances. Our firm's success has come from developing productive long-term professional relationships with our clients. We advise a nationwide client base with over $400 million in investment assets. As independent fee based advisors, we provide personalized, objective advice. We work with families and businesses who are looking for direction as they face complex financial challenges.Securities offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. ClearPlan Financial, Inc and Cadaret Grant are separate entities.As a CFP®, Robert E. Kloss, Ray Carter and ClearPlan Financial may be compensated by Commission and Fees.

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Details about ClearPlan Financial, Inc.
Frequently Asked Questions about Jonathan Petrie
Jonathan Petrie currently works for ClearPlan Financial, Inc..
Jonathan Petrie's role at ClearPlan Financial, Inc. is Registered Principal.
Jonathan Petrie's email address is ***@clearplanfinancial.com. To view Jonathan Petrie's full email address, please signup to ConnectPlex.
Jonathan Petrie works in the Financial Services industry.
Jonathan Petrie's colleagues at ClearPlan Financial, Inc. are Robert Kloss, Kevin Mohr, Robert Jd, Christopher Urban and others.
Jonathan Petrie's phone number is 716 312-7424
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