Clover Leaf Financial
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1387 Fairport Rd Ste 620, Fairport, New ...Phone Number
(585) 899-3940Website
www.cloverleafteam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Clover Leaf Financial
Clover Leaf Financial specializes in personalized financial planning and wealth management services, focusing on a Plan-First approach that aligns investments with clients' early retirement goals. They provide targeted portfolio management, risk mitigation, tax planning, and estate planning services, ensuring that clients' financial strategies are tailored to their values and life changes. Their services are designed for families seeking comprehensive financial guidance beyond traditional investment management. Clover Leaf Financial aims to empower clients to navigate financial challenges confidently while building a sustainable financial future.Explore more
Clover Leaf Financial Org Chart
AT
Client Service Manager
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
Activity Insights
Clover Leaf Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Clover Leaf Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clover Leaf Financial.
Clover Leaf Financial financials insights
Gather financial insights about Clover Leaf Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$50K
Clover Leaf Financial Tech Stack
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Clover Leaf Financial specializes in personalized financial planning and wealth management services, focusing on a Plan-First approach that aligns investments with clients' early retirement goals. They provide targeted portfolio management, risk mitigation, tax planning, and estate planning services, ensuring that clients' financial strategies are... Read More
