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Wealth management | Financial Planning | Rochester NY | Washington DC

Seneca Financial Advisors LLC offer objective and independent advice to help you grow, manage, and protect your personal wealth.

http://www.senecafinancialadvisors.com/

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CONTACTS AT SENECAFINANCIALADVISORS.COM

SENECA FINANCIAL ADVISORS LLC

G. JOSEPH VOTAVA, JR.

500 LINDE●●●●●●●●●SUITE 150

ROC●●●TER , NY, 14625

US

1.58●●●●1211
1.58●●●●3858
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SENECA FINANCIAL ADVISORS LLC

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ROC●●●TER , NY, 14525

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1.58●●●●1211
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SENECA FINANCIAL ADVISORS LLC

KIMBERLY MERRY

500 LINDE●●●●●●●●●SUITE 150

ROC●●●TER , NY, 14625

US

1.58●●●●1211
1.58●●●●3858
KM●●●●@SENECAFINANCIALADVISORS.COM

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Wealth management | Financial Planning | Rochester NY | Washington DC | senecafinancialadvisors.com Reviews

https://senecafinancialadvisors.com

Seneca Financial Advisors LLC offer objective and independent advice to help you grow, manage, and protect your personal wealth.

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1

News/Resources - Seneca Financial Advisors LLC

http://www.senecafinancialadvisors.com/news-resources

Tax Planning and Compliance. Estate and Gift Planning. SFA in the News. At Seneca Financial Advisors, we believe that an educated individual is a more prosperous individual. We provide our services to you against the backdrop of a continuous flow of information. Please view our compiled tools and resources keeping you up to date on current events and issues pertaining to financial planning. A good system shortens the road to the goal. SFA in the News. Safeguarding Your Personal Information.

2

Services - Seneca Financial Advisors LLC

http://www.senecafinancialadvisors.com/services

Tax Planning and Compliance. Estate and Gift Planning. SFA in the News. Choose from single or fully integrated services, with a dedicated advisor. Click on services tabs to learn more. Safeguarding Your Personal Information. 2015 Budget Deal Affects Social Security Benefits and Medicare Part B Premiums. Zach R. Erskine Received CFP Designation. Tax Alert Potential Changes to Valuation Discounts. Tax Planning and Compliance. Estate and Gift Planning. 500 Linden Oaks, Suite 150. Rochester, NY 14625.

3

The Firm - Seneca Financial Advisors LLC

http://www.senecafinancialadvisors.com/the-firm

Tax Planning and Compliance. Estate and Gift Planning. SFA in the News. Raquo; The Firm. We will help you plan ahead, determine your financial goals and develop a plan that is uniquely yours. A good system shortens the road to the goal. Orison Swett Marden (1850-1924), American author and founder of Success magazine. Safeguarding Your Personal Information. 2015 Budget Deal Affects Social Security Benefits and Medicare Part B Premiums. Zach R. Erskine Received CFP Designation. Tax Planning and Compliance.

4

Our Process - Seneca Financial Advisors LLC

http://www.senecafinancialadvisors.com/our-process

Tax Planning and Compliance. Estate and Gift Planning. SFA in the News. Raquo; Our Process. We believe a full range of professional advice makes wealth management more efficient. Seneca provides you with:. We are here to advise you, not to sell you products. At Seneca Financial Advisors, 100% of our income comes from our clients, not sales commissions. As such, our goal is always to provide advice that is objective and in our clients’ best interest. Our clients’ needs may vary from year to year, but over...

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