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.

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.

 

Our Services

 

Insurance

Clover Leaf Financial, LLC. is a trustworthy insurance and financial agencies in New York. We deal with all insurance needs and ensure appropriate 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.

 

Asset Allocation

Our asset planning and advising team helps you with risk tolerance and suitable 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. Asset allocation does not ensure a profit or protect against a loss. 

 

 

Wealth Management

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.

 

Retirement Planning

If you are planning your retirement, then we can advise on objective strategies aiming 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.

 

Financial Planning

We’re experienced in advising and managing your finances including retirement planning, investment advice, income protection insurance, asset preservation, estate planning, tax minimization and more.  Book your initial consultation with one of our financial planning advisors today.