Sequoia Financial Group logo — Wealth Manager. Earning Trust, Creating Plans, Delivering Re...

Sequoia Financial Group

Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin

Founded 1991 United States Akron, United States 261 employees Private Equity Financial Services, Wealth Management

General Information

Company Name Sequoia Financial Group
Founded Year 1991
Location United States Akron, United States +8
Employees 261
Industries Financial Services, Wealth Management
Funding Stage Private Equity
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About Sequoia Financial Group

Sequoia Financial Group is a leading wealth management firm founded in 1991, headquartered in the United States. With a focus on Financial Services and Wealth Management, the company prides itself on offering comprehensive services, including financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.

Sequoia Financial Group's commitment is reflected in its slogan, "Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin". The company takes pride in working closely with individual and business clients to help them take control of their financial future and achieve their goals, objectives, and dreams.

The company's approach is to be a trusted advisor, offering the highest level of technical expertise within a friendly, down-to-earth, and compassionate environment. Their professionals, working as a team, are dedicated to doing what is best for their clients.

It is important to note that investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

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FAQ About Sequoia Financial Group

Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
Sequoia Financial Group was founded in 1991.
Sequoia Financial Group is headquartered in Akron, United States.
Sequoia Financial Group operates in the following industries: Financial Services, Wealth Management.
Sequoia Financial Group has approximately 261 employees.
Top alternatives and competitors to Sequoia Financial Group include Legacy Wealth Management, SRS Capital Advisors, LLC, The Manning Companies, Senior Planning Advisors, Cora Capital Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sequoia Financial Group and Legacy Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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