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Clover Leaf Financial, LLC. is one of the most trustworthy insurance and financial agencies in New York. We deal with all insurance needs and ensure the right protection for your business and family. If you would like to discuss long term care, disability or any life insurance, please contact the Clover Financial, LLC. team today.
Our asset planning and advising team helps you with risk tolerance and best asset allocation decisions. We work with our clients to review their investment objectives and customize the allocation according to the needs. If you feel that you need help, please contact our team today.
*Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.
No matter which situation life presents you with, we listen to your worries, take the time to understand and pursue exceptional results for a safe future. If you are serious about your financial freedom and wealth management in Rochester, New York and the surrounding areas, please contact us today.
If you are planning your retirement, then we can advise on the right strategies to help maximize your income and capital status. Our goal is to help you grow and secure your wealth through our comprehensive financial consulting services. Contact us today to see what we can do for you.
We’re experienced in advising and managing your finances including retirement planning, investment advice, income protection insurance, asset protection, estate planning, tax minimization and more. Book your initial consultation with one of our financial planning advisors today.
Clover Leaf Financial, LLC., is a New York based wealth management and investment advisory company for individuals, retirees, trustees, businesses and families. Our strategies help you to grow, protect 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 achieve 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.
If you have any questions about managing your finances, retirement plans, wealth management, insurance and more, please call us at 585-899-3940 or submit an online form to our contact page.
Daniel has been in the financial industry for over 15 years. After surviving a number of buy-outs in the private banking sector of Indianapolis,...
Scott has been married to Paula for over 49 years, has two grown children Tate and Cashawna and 4 grandchildren. He started in the Financial...
Cynthia Harington has been helping clients pursue their long term goals for over 20 years. She has a Business Administration degree from Monroe...
Andi has been in the financial services business for 30 years, having worked with Cindy for the past 13 years. Since having held her...
Susan started working at Farmers Insurance Group in 1981 as a Customer Service Representative. In 1988 she became an Office Manager for an...
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?
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