At Sequoia Financial, we understand that every client is unique. Our dedicated team of financial professionals provide trusted guidance for you and the significant people in your life to help achieve your specific goals. A well-versed staff with a wide range of certifications and credentials gives us the proper knowledge and resources to guide you through life’s many stages. We firmly believe in continuing our education to provide you the best strategies possible. We believe in your success.
Why Sequoia
Sequoia Financial Group came together in 2011, motivated by the desire to provide a high standard of care and service to our clients in a rapidly evolving industry. As experienced financial professionals, we began to recognize the value and importance of a team approach in delivering on the promise of offering holistic financial planning.
WE BELIEVE THAT A FIRM SHOULD BE INVESTED IN FOUR CRITICAL CORNERSTONES IN ORDER TO CONTINUALLY DELIVER A SUCCESSFUL EXPERIENCE FOR CLIENTS.
1. RELATIONSHIPS
Building relationships over time with quality service, communication and consistency.
2. LEARNING
Committed to ongoing learning, education and focus.
3. TECHNOLOGY
Investing to offer the latest technology and resources available to serve our clients.
4. BROAD STRATEGIES
Access to investment and insurance products from a wide range of leading financial institutions.
The needs of our clients evolve, financial regulations and frameworks consistently change, and product and technology innovations continue to create ever advancing opportunities. As we work with you to build your financial plan, we know that along with these consistent and inevitable external changes, that your own personal goals and ideas will also evolve over time. It is our role to be committed to ongoing education, be progressive and stay open-minded as your financial planning resource. We feel strongly that a team approach best serves our clients today and in the future. Our partners share this common vision and are committed to delivering a superior experience within all four cornerstones.