Three Leaf Financial

Three Leaf Financial

Financial Services Fairfax, Virginia, United States 5 employees
Employees
5
Contacts
3
Emails
3
Phones
2

Three Leaf Financial Overview

Headquarters
Fairfax, Virginia, United States
Industry
Financial Services
Employees
5
Founded
2010
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Three Leaf Financial

Three Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. The founder of Three Leaf Financial, Derek Sauerwine, works one-on-one with his clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model and Derek's ability to make complex ideas easy to understand. As a licensed Fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.

Three Leaf Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Three Leaf Financial Org Chart

Sample employees and titles
Name Title Contact
Joy Neal Advisor Assist/client Service
View
Derek Sauerwine Three Leaf Financial - Fairfax
Email
Chad Gough Independent Financial Advisor
Email Phone
Kelly A. Merryman Operations Manager
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 1 1 1
Finance 1 1 0

Compare Similar Companies to Three Leaf Financial