CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

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.

LICENSED OPERATIONS MANAGER

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.