WELCOME!
Welcome to Seneca Financial Advisors LLC. We offer objective and independent advice. Our goal is to help you grow, manage, and protect your personal wealth. Our highly personalized financial planning and wealth management services are custom designed based on your individual needs and work toward reaching your financial goals. We specialize in managing customized portfolios for affluent individuals, corporate executives, retirees and families with multiple generations, providing a wide range of services for you to select from in order to design a financial plan that is uniquely yours through a fiduciary relationship.
Thank you for visiting our website and we appreciate the opportunity to serve you.
“Let us go forward together.”
- Winston Churchill
We will help you plan ahead, determine your financial goals and develop a plan that is uniquely yours.
At Seneca Financial Advisors, each team member is dedicated to helping our clients plan, simplify, and manage their financial.
Every member of our team is committed to exceptional client service.
You will notice one of the ways we serve you better as soon as you call one of our offices — when a real person.
Choose from single or fully integrated services, with a dedicated advisor.
Through our financial planning process, we customize our services to meet the specific financial needs of each client.