The Seneca Group

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We seek to make a difference in people's lives, the lives of their families and the institutions and causes they care most about. At the heart of our vision is the conviction that money without a purpose is meaningless.  We look at planning as a combination of succession, estate and financial planning.  Our team helps families and business owners plan and coordinate the transfer of assets and wealth in the way that best matches their values and vision.

Category

Financial Consultants, Finance and/or Insurance

Main Contact

Mr. Steven Flanders, CIMA ChFC CLU CEPA

Phone

(315) 473-7135

Fax

(855) 437-3240

Website

www.ubs.com/team/thesenecagroup

Address

440 S. Warren St., 6th Flr.
Syracuse, NY 13202