Fusion Financial Group

Clover Leaf Financial is a financial consulting firm based in Fairport, NY, offering a Plan-First approach to help clients achieve their financial goals by aligning their investments with their values and objectives. With a focus on targeted portfolio management and a commitment to providing ongoing service, Clover Leaf Financial aims to be a trusted resource for families navigating day-to-day financial challenges, offering expertise in retirement design, tax planning, risk mitigation, and estate planning.Generated from the website

Seaway Advisors, Ltd is an independent registered investment advisor based in Fairport, NY, dedicated to managing investment portfolios solely on behalf of its clients. With a compensation model based on a percentage of assets managed, the firm prioritizes the best interests of its clients, ensuring alignment of goals and incentives. Boasting over 60 years of investment experience, Seaway Advisors is committed to providing trustworthy, confident, and service-oriented financial management. The firm adheres to the ethical standards of the CFA Institute and the NYSSCPA, emphasizing a partnership approach to enhance clients' financial well-being through various economic conditions. Generated from the website