Review Seneca Wealth Strategies, Llc; An Independent Firm. Securities Offered Through Raymond James Financial Services, Incorporated , Member Finra/sipc In montgomery, maryland, united-states | Finance In Montgomery
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Seneca Wealth Strategies, Llc; An Independent Firm. Securities Offered Through Raymond James Financial Services, Incorporated , Member Finra/sipc
20631 W Hunter Rd
Montgomery,
Maryland,United-states - 20839
Detailed description is An Independent fee-based Advisor who is passionate about his work and clients, Steven Feys possesses 20 years of investing & financial planning experience.
In today’s market environment, having choices is important when investing.
We believe investors' strategies may need to change as life progresses and needs do as well.
Investors' portfolios are managed with an extensive array of investment alternatives and services including:.
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•Asset Management – Professional asset management strategies developed for your personal risk tolerance, time frame and objectives.
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•Life & Financial Planning – Counsel for various aspects life offers...family office education, reporting, and investing; business purchase or sales, real estate investing, mitigate taxes created by investments, debt elimination planning, allocation for a 401(k) plan..
•Fee Based Services – Fees based primarily on asset level not # of transactions.
Also financial advice by the hour or financial review base...when you only desire a second opinion to confirm you are heading in the best direction with the most efficiency.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
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Visit our website at SenecaWealthStrategies.com.
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Important disclosure information: http://raymondjames.com/smicd.htm.
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