Sequoia Financial

Financial Services · 51 Employees
Phone Number: info@sequoia-financial.com
Email Address: info@sequoia-financial.com
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About
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Year Founded
1991
Social Media
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Industry
Financial Services
HQ Location
3500 Embassy Parkway Akron, OH 44333, US
Keywords
Financial PlanningAsset ManagementEstate and Insurance PlanningFamily Office ServicesTrustee Support ServicesRetirement Planning
Location
8
  • 3500 Embassy Parkway Akron, OH 44333, US
  • 1350 Euclid Ave Suite 800 Cleveland, OH 44115, US
  • 1408 N West Shore Blvd Suite 804 Tampa, Florida 33607, US
  • 23b Shelter Cove Ln Unit 201 Hilton Head Island, South Carolina 29928, US
  • 2000 Auburn Dr Suite 350 Beachwood, Ohio 44122, US
  • 21420 Greater Mack Ave St Clair Shores, Michigan 48080, US
  • 5480 Corporate Dr Suite 100 Troy, Michigan 48098, US
  • 5000 Horizons Dr Columbus, Ohio 43220, US

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