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
- Website
- threeleaffinancial.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2010
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Joy Neal | Advisor Assist/client Service | Fairfax, Virginia, United States |
View
|
| Derek Sauerwine | Three Leaf Financial - Fairfax | Fairfax County, Virginia, United States |
Email
|
| Chad Gough | Independent Financial Advisor | Woodstock, Georgia, United States |
Email
Phone
|
| Kelly A. Merryman | Operations Manager | Manassas, Virginia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Operations | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
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