Seneca Financial Advisors

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Seneca Financial Advisors — overview

About

Seneca Financial Advisors is a US-based multi-family office. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, retirement planning, investment management, tax planning, estate and gift planning, insurance planning, employee benefits planning, education planning, and wealth management. The firm advises individuals, trusts, estates, charitable organizations, limited partnerships, Limited Liability Companies and Corporations.

Seneca Financial Advisors - known decision makers (7)

Position	Location	Asset Class
Associate Advisor	Rochester, US	RENR
Founding Partner & Chief Executive Officer	Rochester, US	PEREHFPD
Partner & Business Manager	Rochester, US	PEREHFPD
Partner & Chief Investment Officer	Rochester, US	GEN
Partner & Managing Director of Business Development	Rochester, US	PEREHF

Showing 5 of 7 known decision makers Seneca Financial Advisors

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