Sequoia Financial Group

EST. AUM
$36,000,000,000

CONTACTS
38

CLIENT ACCOUNTS
39,636

Firm Details

Metro area Cleveland
CRD Number 117756
Website sequoia-financial.com
Client types

Overview

Sequoia Financial Group is a premier wealth management firm that provides a wide range of comprehensive financial services to individuals, families, and businesses. With a focus on personalized solutions, Sequoia's expert financial advisors specialize in financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. In its continued commitment to growth and enhancing client offerings, Sequoia Financial Group has expanded its reach through strategic acquisitions. In addition to acquiring Zeke Capital Advisors, Sequoia announced in July 2023 its acquisition of Cirrus Wealth Management, further strengthening its ability to deliver tailored wealth management solutions and advanced financial strategies to a diverse client base. With a history of excellence and a client-centered approach, Sequoia Financial Group remains dedicated to helping clients achieve financial success and security through trusted guidance and expert financial management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sequoia Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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