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Clover Leaf Financial LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Clover Leaf Financial LLC operates in the financial services industry with a focus on retirement planning and comprehensive wealth management. It serves professionals who expect to retire within the next five years and seeks to translate sophisticated planning into clear, actionable strategies. The firm is based in Fairport, New York, and was formed by wealth-management professionals who wanted to broaden access to advanced retirement planning. Its service model covers tax-efficient investing, withdrawal strategies, and risk management, delivered through a client-centric approach that emphasizes transparency and clear communication. As a small team within financial services, it positions itself as a proactive partner for professionals seeking a holistic, personalized path to financial security in retirement.

Find Clover Leaf Financial LLC employees' phone numbers or email addresses

Clover Leaf Financial LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Clover Leaf Financial LLC's Leadership

  • Stylized image of a person
    C. H.
    Partner
    Mobile Phone

Clover Leaf Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Clover Leaf Financial LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. H.
    Partner
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Clover Leaf Financial LLC known for?

Minus sign iconPlus sign iconClover Leaf Financial LLC was founded in 2014 operates in the Financial Services industry. Explore Clover Leaf Financial LLC's company overview page for more information.

What is Clover Leaf Financial LLC's most common email format?

Minus sign iconPlus sign iconClover Leaf Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clover Leaf Financial LLC email formats with LeadIQ.

How many employees does Clover Leaf Financial LLC have currently?

Minus sign iconPlus sign iconClover Leaf Financial LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Clover Leaf Financial LLC's key employees and leadership?

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As of August 2026, Clover Leaf Financial LLC's key employees include:

  • Partner: C. H.

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