Seneca Financial Advisors

Financial Services • United States • 11-20 Employees

Company overview

Headquarters	United States
Phone number	+12025362330
Website	senecafinancialadvisors.com
NAICS	52
SIC	628
Keywords	Wealth Management, Education Planning, Retirement Planning, Tax Planning & Compliance, Financial Planning, Investment Management, Employee Benefits Planning, Estate & Gift Planning
Founded	2010
Employees	11-20
Socials

Key Contacts at Seneca Financial Advisors

Scott Lefebre

Managing Director, Business Development

Christina Larkin

Director Of Tax

Seneca Financial Advisors Email Formats

Seneca Financial Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@senecafinancialadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@senecafinancialadvisors.com	100%

About Seneca Financial Advisors

Seneca Financial Advisors LLC offers personalized investment advice to help affluent individuals and families manage personal wealth in today's increasingly complex world. With offices in Rochester, NY, and Washington, DC, our team works with clients across the U.S., delivering comprehensive, customized financial planning services to help every client take charge of their financial future. Seneca Financial Advisors LLC is a registered, independent financial advisory firm. It is not affiliated with any broker-dealer.

Seneca Financial Advisors revenue & valuation

Annual revenue	$24,000,000
Revenue per employee	$1,600,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$76,800,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Seneca Financial Advisors has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Seneca Financial Advisors has never raised funding before.

Seneca Financial Advisors Tech Stack

Discover the technologies and tools that power Seneca Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

Microsoft 365

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Frequently asked questions

Seneca Financial Advisors is located in US.

You can reach Seneca Financial Advisors at +12025362330.

Seneca Financial Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Seneca Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Seneca Financial Advisors

Scott Lefebre

Managing Director, Business Development

Christina Larkin

Director Of Tax

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