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?

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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

Financial PlanningAsset ManagementEstate and Insurance PlanningFamily Office ServicesTrustee Support ServicesRetirement PlanningSpecial Needs Financial Planning

Where is Sequoia Financial Group located?

Sequoia Financial Group lists 20 office locations.

Akron, OH, USHQ
3500 Embassy Parkway
Aberdeen, South Dakota, US
24 2nd Ave SW
Berwyn, Pennsylvania, US
1205 Westlakes Dr
Billings, Montana, US
401 N 31st St
Bloomington, Minnesota, US
1700 W 82nd St
Burlington, Massachusetts, US
80 Blanchard Rd
Charleston, South Carolina, US
997 Morrison Dr
Cleveland, OH, US
1350 Euclid Ave
Cottonwood Heights, Utah, US
6965 S Union Park Center
Denver, Colorado, US
7001 E Belleview Ave
Dublin, Ohio, US
5475 Rings Rd
Fargo, North Dakota, US
4310 17th Ave S
Hastings, Minnesota, US
118 4th St E
Hilton Head Island, South Carolina, US
23b Shelter Cove Ln
Irvine, California, US
19200 Von Karman Ave
Lake Oswego, Oregon, US
5200 Meadows Rd
Las Vegas, NV, US
1 Meridian Vista Dr.
Lehi, Utah, US
2901 N Ashton Blvd
Litchfield, CT, US
33 West St, Rear
Mankato, Minnesota, US
111 S 2nd St

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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.

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