Seneca Financial Advisors LLC is a highly reputable financial planning and wealth management firm based in Pittsford, NY. With a focus on providing objective and independent advice, their team of dedicated professionals offers personalized services tailored to the individual needs of affluent individuals, corporate executives, retirees, and multi-generational families. Through a fiduciary relationship, Seneca Financial Advisors LLC aims to help clients grow, manage, and protect their personal wealth, working towards their unique financial goals.
With a commitment to exceptional client service, Seneca Financial Advisors LLC stands out by ensuring that every client receives personalized attention from a dedicated advisor. Their comprehensive range of services includes investment management, tax planning and compliance, retirement planning, employee benefits planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. By customizing their services and utilizing a highly personalized financial planning process, Seneca Financial Advisors LLC helps clients plan, simplify, and effectively manage their financial affairs.
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