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Available Online

Advisor Call

We'll call you! Whether it's a quick question, submitting a request, or updating information!

15 minFairport Road

Service Description

A quick phone or video conference with your advisor to answer any pressing questions on your accounts, financial plan, or day to day financial decisions. "Should I buy or lease a new car?" "How should I pay for an addition to my home?" We'll answer your questions here!


Contact Details

  • 1387 Fairport Road, Fairport, NY, USA


Check the background of your financial professional on FINRA's BrokerCheck.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Clover Leaf Financial is a separate entity from LPL Financial.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Contact

Office: 352-588-4608

37837 Meridian Avenue

Suite 200

Dade City, FL 33525

info@cloverleafteam.com

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