Seneca Financial Advisors LLC

Seneca Financial Advisors LLC is a highly reputable financial planning and wealth management firm based in Rochester, NY. With a focus on providing objective and independent advice, their team of dedicated professionals is committed to helping clients grow, manage, and protect their personal wealth. Specializing in customized portfolios for affluent individuals, corporate executives, retirees, and multi-generational families, Seneca Financial Advisors offers a wide range of services tailored to meet each client's unique financial goals.

With a fiduciary relationship at the core of their approach, Seneca Financial Advisors takes pride in their highly personalized financial planning process. By understanding each client's needs and objectives, they develop customized plans that ensure long-term financial success. Their commitment to exceptional client service is evident from the moment you call their offices, where you will be greeted by a real person ready to assist you. With a strong emphasis on transparency and expertise, Seneca Financial Advisors is dedicated to helping clients navigate the complexities of investment management, tax planning, retirement planning, insurance advice, estate planning, and more.

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