Our Services

Financial Consulting

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

Asset Allocation

Our asset planning and advising team aims to help 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.

What's Your Risk Number

*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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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 confident future. If you are serious about your financial freedom and wealth management in Rochester, New York and the surrounding areas, please contact us today.

<b>Who We Are</b>

Who We Are

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 confident future.

We work closely with our clients to understand their unique needs and work toward setting their goals in a collaborative 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 seeking to manage your financial needs and manage the desired results.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

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.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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