Clover Leaf Wealth Strategies LLC
- Now Serving: District of Columbia ,Maryland,North Carolina,Pennsylvania,Virginia
Description
Cortney is an independent financial advisor and licensed fiduciary as well as a Chartered Special Needs Consultant. Our Financial Planning process utilizes a holistic approach to individual and family wealth planning including investing, insurance, lending, budgeting, and more. Clover Leaf Wealth Strategies has a particular focus on the unique needs of special needs families. We help you navigate the complexities of resources and programs so you can focus on taking care of your loved ones. Our financial services are available to clients nationwide. **Securities and investment advisory services offered through OSAIC WEALTH, Inc. member FINRA/SIPC. OSAIC WEALTH is separately owned and other entities and/or marketing names, products or services referenced here are independent of OSAIC WEALTH.Services/Products Offered
Financial Services (Accepting New Clients)
- Clover Leaf Wealth Strategies has a particular focus on the unique needs of special needs families. We help you navigate the complexities of resources and programs so you can focus on taking care of your loved ones. We can help with special needs planning, trusts, and planning for retirement in unique circumstances
- Accepts Insurance: No
at a glance
- Registered Business Address: 43177 Nikos St Leesburg, VA 20176, United States
- Verified as per Diverrx's Safe Space Policy
- Accepting Insurances: No
