Company profile
Sequoia Financial Group
Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
- Industry
- Financial Services
- Employees
- 408
- Headquarters
- Akron, OH
- Founded
- 1991
- LinkedIn followers
- 6,014
- Office locations
- 20
Sequoia Financial Group company summary
Sequoia Financial Group is a company in the Financial Services industry, headquartered in Akron, OH, founded in 1991. On LinkedIn the company has around 408 employees and 6,014 followers. The company lists 20 office locations. Its listed specialties include Financial Planning, Asset Management, Estate and Insurance Planning, Family Office Services, Trustee Support Services.
What technology does Sequoia Financial Group use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Sequoia Financial Group
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office 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 proficiency 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.
Specialties
Where is Sequoia Financial Group located?
Sequoia Financial Group lists 20 office locations.
Compare companies similar to Sequoia Financial Group
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Sequoia Financial Group sequoia-financial.com | Financial Services | 408 | 1991 | Akron, OH |
JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Sequoia Financial Group
What does Sequoia Financial Group do?
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office 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 proficiency 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.
How many employees does Sequoia Financial Group have?
Sequoia Financial Group has around 408 employees on LinkedIn.
Where is Sequoia Financial Group headquartered?
Sequoia Financial Group is headquartered in Akron, OH.
Where does Sequoia Financial Group have offices?
Sequoia Financial Group lists 20 office locations, including Akron, OH, US; Aberdeen, South Dakota, US; Berwyn, Pennsylvania, US; Billings, Montana, US; Bloomington, Minnesota, US.
When was Sequoia Financial Group founded?
Sequoia Financial Group was founded in 1991.
Build a lead list from companies like Sequoia Financial Group
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.