Cloran Financial Planning

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1000 Rue De La Gauchetiere O Etage 24E, ...

Phone Number

(514) 940-0220

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Cloran Financial Planning

Cloran Financial Planning is an independent financial advisory firm with over 49 years of combined experience, specializing in personalized wealth management, retirement planning, estate planning, and a wide range of insurance products. They cater to clients at various life stages, from first-time homebuyers to those planning for retirement, ensuring tailored financial solutions. The firm collaborates with leading life insurance companies in Canada, providing clients with unbiased advice and access to diverse financial products. Their commitment to high-quality service and client satisfaction has earned them a strong reputation in the financial planning industry.Explore more
Cloran Financial Planning's Social MediaPopular SearchesCloran Financial PlanningPlanification financire Cloran Financial PlanningPlanification financière Cloran Financial PlanningServices Financiers Grant Cloran Incplanification financi re cloran IncSIC Code 62,628NAICS Code 52,523Show more

Cloran Financial Planning Org Chart

PhoneEmail
VT
Canada flag for contact location.

Marketing Assistant

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
RC
Canada flag for contact location.

Independent Financial Security Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cloran Financial Planning

<$5M
1-10
Private
-
2002
VT
Voula TzourasMarketing Assistant
<$5M
11-50
Private
-
-
MD
Michelle DeDeckerAdministrative Assistant
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2010
JL
Josh LandinInternet Sales Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
2000
LB
Lisa BunkowskyClient Services Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cloran Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cloran Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cloran Financial Planning.

Cloran Financial Planning Tech Stack

A closer look at the technologies used by Cloran Financial Planning

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Frequently Asked Questions Regarding Cloran Financial Planning

What is Cloran Financial Planning's official website?
Cloran Financial Planning's official website is www.cloranfp.com
What is Cloran Financial Planning's Revenue?
Cloran Financial Planning's revenue is <$5 Million
What is Cloran Financial Planning's SIC code?
Cloran Financial Planning's SIC: 62,628
What is Cloran Financial Planning's NAICS code?
Cloran Financial Planning's NAICS: 52,523
How many employees does Cloran Financial Planning have?
Cloran Financial Planning has 1-10 employees
What industry does Cloran Financial Planning belong to?
Cloran Financial Planning is in the industry of: Finance, Insurance, Securities Trading
What is Cloran Financial Planning competition?
Cloran Financial Planning top competitors include: Kudsia Leith Sanchez, Points Financial Solutions, Adam Lee Financial Services, By Design Financial Services
What technology does Cloran Financial Planning use?
Some of the popular technologies that Cloran Financial Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Cloran Financial Planning?
Cloran Financial Planning contact info: Phone number: (514) 940-0220 Website: www.cloranfp.com
What does Cloran Financial Planning do?

Cloran Financial Planning is an independent financial advisory firm with over 49 years of combined experience, specializing in personalized wealth management, retirement planning, estate planning, and a wide range of insurance products. They cater to clients at various life stages, from first-time homebuyers to those planning for retirement, ensuri... ng tailored financial solutions. The firm collaborates with leading life insurance companies in Canada, providing clients with unbiased advice and access to diverse financial products. Their commitment to high-quality service and client satisfaction has earned them a strong reputation in the financial planning industry.Read More

What are Cloran Financial Planning social media links?
Cloran Financial Planning Linkedin page Cloran Financial Planning Twitter page Cloran Financial Planning Facebook page
Is Cloran Financial Planning a public company?
Cloran Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Cloran Financial Planning

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