SEQUOIA FINANCIAL GROUP
Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a truly client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family wealth and institutional services. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize longterm planning to help their client’s in reaching their financial and life goals. Today, Sequoia has offices in Ohio, Florida and Michigan with 48 employees.
SEQUOIA FINANCIAL GROUP
Industry:
Consulting Financial Services Wealth Management
Founded:
1991-01-01
Address:
Akron, Ohio, United States
Country:
United States
Website Url:
http://www.sequoia-financial.com
Total Employee:
11+
Status:
Active
Contact:
216-774-1240
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-11-15 | NCA Financial Planners | NCA Financial Planners acquired by Sequoia Financial Group | N/A |
| 2021-04-20 | WEALTHSTONE ADVISORS | WEALTHSTONE ADVISORS acquired by Sequoia Financial Group | N/A |
| 2018-08-21 | LJPR Financial Advisors | LJPR Financial Advisors acquired by Sequoia Financial Group | N/A |
| 2016-06-27 | RAV Financial Services | RAV Financial Services acquired by Sequoia Financial Group | N/A |
Investors List
Kudu Investment Management
Kudu Investment Management investment in Corporate Round - Sequoia Financial Group
Key Employee Changes
| Date | New article |
|---|---|
| 2020-11-18 | Sequoia Financial Group appoints new chief investment officer |
Official Site Inspections
http://www.sequoia-financial.com Semrush global rank: 2.57 M Semrush visits lastest month: 6.83 K
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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