NASHUA, NH

20 Trafalgar Square, Suite 440
Nashua, NH 03063
603.835.3250

 

MALTA, NY

101 State Farm Place, Suite 103
Malta, NY 12020
(518) 373-7300

 

NEW YORK, NY
1290 Avenue of the Americas, 4th Floor
New York, NY 10104
(212) 408-9000

 

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

Trusted Guidance, Clear Advice and Thoughtful Solutions

At Sequoia Financial, we understand that every client is unique. Our dedicated team of financial professionals are here to provide trusted guidance, clear advice and thoughtful solutions. A well-versed staff with a wide range of certifications and credentials gives us the proper knowledge and resources to help you define and realize your version of financial success.

 

FINANCIAL ADVISOR

Woodcock, Sam - Headshot

 

LICENSED OPERATIONS MANAGER

Jessica-Klucka

 

LICENSED OPERATIONS MANAGER

Sam Photo

 

LICENSED OPERATIONS MANAGER

Christopher Professional Photo

 

LICENSED OPERATIONS MANAGER

JESSICA-PETTERSON-Featured

 

LICENSED OPERATIONS MANAGER

lauren woodcock

 

CLIENT MANAGEMENT

Heather-Grimmick-2021

 

CLIENT MANAGEMENT

2023_Sheryl

 

CLIENT MANAGEMENT

Danielle-Canterbury

 

CLIENT SERVICES MANAGER

Nichole Professional Photo

 

CLIENT MANAGEMENT

2024_Jaclyn_linkedin_resize

 

CLIENT MANAGEMENT

2023_Haydee

 

CLIENT MANAGEMENT

Eileen-Vierling-2021

 

CLIENT MANAGEMENT

Graham Professional Photo

 

LICENSED OPERATIONS MANAGER

Michael Bourke, Sequoia Financial Group

 

216

Combined Years of Experience

1.148

Billions of Dollars in Assets
(as of 7/27/2022)

42

Years of Serving Clients

Talk to a financial professional that understands your ambitions.