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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.

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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.

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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.

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Contact Info

Rochester, NY
500 Linden Oaks, Suite 150
Rochester, NY 14625
585-203-1211

Washington, DC
601 Pennsylvania Avenue NW
South Building, Suite 900
Washington, DC 20004
202-536-2330

Denver, CO
830 S. Harrison Street, 
Denver, CO  80209
Phone: 720-202-4028