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Seneca Financial Advisors

EST. AUM
$847,190,882

CONTACTS
2

CLIENT ACCOUNTS
1,128

Firm Details

Metro area Rochester
CRD Number 152824
Website senecafinancialadvisors.com
Client types

Overview

Welcome to Seneca Financial Advisors LLC. They offer objective and independent advice. Their goal is to help clients grow, manage, and protect personal wealth. Their highly personalized financial planning and wealth management services are custom designed based on individual needs and work toward reaching financial goals. They specialize in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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