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 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.

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.