Led by Gregory P. Seal and Janet L. McCoy, who are both Certified Financial Planner™ practitioners – we are a team of highly experienced professionals dedicated to helping you and your family find solutions to lifestyle changes affecting multi-generational wealth.

This includes helping you survive financially if you, or someone you love, have suffered a traumatic injury or lifestyle change. In addition, if you have decided to file for damages, we can also help you and your attorney develop and fight for the best possible settlement for your long-term financial security.

Family profile

Trusted Advisors

for Managing Family Wealth


Our caring team of professionals helps you create an integrated plan that focuses on your long-term, multi-generational prosperity – as well as your personal values, needs and desires.

Grandfather holding grandchild

Our ability to fully understand and help you adequately address your specific challenges is based on our decades of industry experience, innovative ideas and sincere dedication to helping people like you succeed; and, this unique combination has created trust and confidence with each individual we work with.

As an independent financial advisory firm, we at Seal Financial Services have been providing consulting services to individuals and their families – as well as their attorneys – since 1985. Our financial advisors are exceptionally well-trained and eminently qualified, with a combined 30 years of experience, to help you develop sound solutions to your unique situation.

Our goal is to be your “Trusted Advisors for Family Wealth Management”.

Our firm was founded on trust. We believe the real test of our professionalism is the commitment we have to each and every client and their family – large or small. We value the trust that you place in us with your family legacy. As our client, you can be assured that we will consistently maintain the highest level of confidentiality, and work hard every day to earn the trust that you have placed in us.

ALIGNING INVESTMENT STRATEGIES

Equally important, we take the time necessary to understand your goals. We make it our business to learn where you are with your investment program – and where you want to go – so that we can help you get there.

STRUCTURING HEALTH CARE AND FINANCIAL NEEDS

In addition, we educate individuals about estate planning for health care needs. We also provide structured settlement solutions for personal injury survivors and their attorneys in concert with our settlement solutions partner.

COMPREHENSIVE STRATEGIES AND SOLUTIONS

Due to our affiliations and other strategic relationships, we are able to offer you a full range of services from financial strategies and solutions to life's transitions and elder care issues – to complete services to help you survive and succeed during the personal injury settlement process.

Once we fully understand your situation and parameters, our caring team of professionals helps you create an integrated plan that focuses on your long-term, multi-generational prosperity - as well as your personal values, needs and desires. We also draw on the expertise and work closely with trusted outside resources; including accountants, care managers and attorneys, to help you achieve your goals.

ADDRESSING CHALLENGES WITH HIGHLY-EFFECTIVE IDEAS

Our ability to fully understand and help you adequately address your specific challenges is based on our decades of industry experience, innovative ideas and sincere dedication to helping people like you succeed; and, this unique combination has created trust and confidence with each individual we work with.


CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.

Seal Financial Services is a division of SRS Capital Advisors, Inc., a Registered Investment Advisor