We’ll 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 affairs. As a client, you’ll find our services are exceptionally comprehensive so that you have a clear picture of your personal finances, now and for the future. We’ll compile your net worth, annual cash flow, income taxes, and investments efficiently and effectively. You’ll have a single point of contact whenever you have questions, plus an entire team of experts at your service. We work with individuals, corporate executives, business owners, professionals, and families. Our team members include specialists in investment consultation and investment management, income tax planning and compliance, employee benefits, insurable risks, education, retirement planning, and personal real estate, as well as charitable gifting and estate planning needs. In addition, we are always happy to work with other professionals of your choice, as well as any of your current advisors.
“A good system shortens the road to the goal.”
—Orison Swett Marden (1850-1924), American author and founder of Success magazine