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Sequoia Financial Group
金融服务
Akron，OH 4,571 位关注者
Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
关于我们
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.
- 网站
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https://www.sequoia-financial.com
Sequoia Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Akron，OH
- 类型
- 私人持股
- 创立
- 1991
- 领域
- Financial Planning、Asset Management、Estate and Insurance Planning、Family Office Services、Trustee Support Services和Retirement Planning
地点
Sequoia Financial Group员工
动态
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Markets had their worst week of the year, rattled by new tariff threats and recession fears. The S&P 500 slid 3.1%, while GDP estimates turned negative. But diversification remains a bright spot, with bonds and foreign stocks helping to offset losses. This week, all eyes are on inflation and job data for signs of stability.?
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Cyber threats are more prevalent than ever, and at Sequoia Financial Group, protecting your assets and privacy is our top priority. Want to learn more about how we safeguard your wealth? Read “Sequoia Financial Group’s Approach to Technology: Enhancing the Client Experience While Keeping Assets Safe.”? ?
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How are Trump’s early policies impacting you and your financial planning? Get the latest tax planning, investment strategies, and wealth protection insights at the Sequoia Financial Group webinar “The Trump Administration’s First 50 Days in Office—Promises, Progress & Impact.” Reserve your spot today!