Welcome to Clover Leaf Financial, LLC
New York Financial Planners & Investment Advisors
Clover Leaf Financial, LLC., is a New York and Florida based wealth management and investment advisory company for individuals, retirees, trustees, businesses, and families. Our strategies aim to help you to grow, preserve, and manage finances for a bright and more secure future.
We work closely with our clients to understand their unique needs and set their goals in a secure and confidential environment.
We have more than 30 years of experience in the financial services industry including retirement planning, insurances, income protection, education planning, wealth management, estate planning, tax mitigation strategies, and more. Our advisory team members are specialists in effective investment strategies to manage your financial needs and manage the desired results.
We have a location in Fairport, New York servicing surrounding areas such as Rochester, Victor, Fishers, Penfield, Pittsford, Mendon, Webster, Henrietta, Brighton, Perinton, Irondequoit, Rush, Walworth, Macedon, Williamson, Marion, Palmyra, Farmington, Bloomfield, East Bloomfield, West Bloomfield, Canandaigua, Manchester, Clifton Springs, Shortsville, Lima, Honeoye Falls, Ontario, NY and more.
We also have a new location in Dade City, Florida servicing surrounding areas such as Tampa, Zephyrhills, St Leo, Spring Hill, Wesely Chapel, Lakeland, Plant City, and more.