Seneca Financial Advisors is a Rochester, New York-based financial planning firm dedicated to providing personalized, comprehensive financial guidance to individuals, families, and business owners. Specializing in client-centric wealth management strategies, the firm operates with a fiduciary standard, ensuring each recommendation serves the client’s best interests. Seneca emphasizes a holistic approach, integrating financial goal setting, investment management, and tax-efficient planning to foster long-term financial well-being.

The firm stands apart with its consultative, education-driven approach, empowering clients with the knowledge to make informed financial decisions. Seneca’s advisors bring a deep understanding of complex financial matters, including retirement planning and estate strategies, along with the flexibility to tailor services to each unique client situation. The firm frequently works with business owners and professionals looking to align their financial goals with their life aspirations.

By fostering long-term relationships rooted in trust and transparent communication, Seneca Financial Advisors has earned a reputation for integrity and expertise. As an independent advisory firm, they are not influenced by proprietary products or commissions, ensuring unbiased, objective financial advice.

Website: http://www.senecafinancialadvisors.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement income and distribution strategies
– Tax-efficient financial strategies
– Estate and legacy planning
– Financial goal setting and budgeting
– Risk management and insurance analysis
– Planning for business owners and executives