Clover LEAF Financial LLC
Legal Name: CLOVER LEAF FINANCIAL, LLC
Full Contact Details
Clover LEAF Financial LLC
1387 FAIRPORT RD, SUITE 620, FAIRPORT, NY
585-899-3940
585-899-3942
Other Info
Clover LEAF Financial LLC, also known by the name CLOVER LEAF FINANCIAL, LLC, is a New York-based limited liability company with a team of 9 professionals, including 8 advisors. While the number of clients served remains undisclosed, the firm's SEC status is reported as approved with a registration date of Feb 27, 2017.
Website
Website
Home | Clover Leaf Financial, LLC
37837 Meridian Avenue Suite 200 Dade City, FL 33525 352-588-4608 [email protected] Schedule A Meeting Menu HomeWho We AreServices Financial PlanningPortfolio ManagementContact Financial NewsletterClient Login Schedule A Meeting Clover Leaf's Plan-First Approach Your assets, plan, and investm…
Direct Owners
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DANIEL CHRISTIAN KELLEY
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more