Financial Planning & Investment Advisory

FINANCIAL PLANNING

Helping you reach your financial goals with personalized service and plans tailored to you.

INVESTMENT MANAGEMENT

Optimize your portfolio with expert strategies for growth and risk management.

FIDUCIARY ADVISORY

Trust in our impartial advice focused on your best financial interests.

Seneca Wealth Advisors

Reach out to the Seneca Wealth Advisors team to discover how they can help you achieve your financial goals. Seneca Wealth Advisors is an affiliate of Appel Accounting & Tax Group.