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.
Combined Years of Experience
Billions of Dollars in Assets
(as of 7/27/2022)
Years of Serving Clients