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Origen de la red de primer grado Matthew Darcy.
Entidad | Tipo de entidad | Industria | |
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Seneca Financial Advisors LLC
![]() Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava.
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| Private Company | Investment Managers | 1 |
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Empresa | Sector | Personas relacionadas | Puesto principal |
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Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chairman | |
University of Dayton | College/University | Graduate Degree | |
Siena College | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Sectorial
Consumer Services | 3 |
Commercial Services | 2 |
Operativa
Director/Board Member | 1 |
Chairman | 1 |
Chief Executive Officer | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Las relaciones más conectadas
Insiders | |
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G. Joseph Votava | 4 |
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