Welcome to Clover Leaf Financial, LLC
New York Financial Planners & Investment Advisors
Clover Leaf Financial, LLC., is a New York 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 are specialists in effective investment strategies to manage your financial needs and manage the desired results.
We are located in Fairport, New York and also 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.
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when...Read More