About Sequoia Financial Group Llc
Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Akron, OH
- Founded
- 1991
- Company type
- Privately Held
- Company profile name
- Sequoia Financial Group
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office services.
More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.
We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.
*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Specialties
- Financial Planning
- Asset Management
- Estate and Insurance Planning
- Family Office Services
- Trustee Support Services
- Retirement Planning
- and Special Needs Financial Planning
Company locations
3500 Embassy Parkway, Akron, OH 44333, US
1350 Euclid Ave, Suite 800, Cleveland, OH 44115, US
1410 N West Shore Blvd, Suite 410, Tampa, Florida 33607, US
23b Shelter Cove Ln, Unit 201, Hilton Head Island, South Carolina 29928, US
21420 Greater Mack Ave, St Clair Shores, Michigan 48080, US
5480 Corporate Dr, Suite 100, Troy, Michigan 48098, US
5475 Rings Rd, Suite 475, Dublin, Ohio 43017, US
24 2nd Ave SW, Aberdeen, South Dakota 57402, US
1205 Westlakes Dr, Suite 270, Berwyn, Pennsylvania 19312, US
401 N 31st St, Suite 1120, Billings, Montana 59103, US
1700 W 82nd St, Suite 150, Bloomington, Minnesota 55431, US
80 Blanchard Rd, Suite 201, Burlington, Massachusetts 01803, US
997 Morrison Dr, Suite 401, Charleston, South Carolina 29403, US
7001 E Belleview Ave, Suite 700, Denver, Colorado 80237, US
4310 17th Ave S, Fargo, North Dakota 58103, US
118 4th St E, Hastings, Minnesota 55033, US
1 Meridian Vista Dr., Suite 355, Las Vegas, NV 89135, US
2901 N Ashton Blvd, Suite 200, Lehi, Utah 84043, US
33 West St, Rear, P.O. Box 235, Litchfield, CT 06759, US
111 S 2nd St, Suite 300, Mankato, Minnesota 56001, US
104 Woodmont Blvd, Suite 320, Nashville, Tennessee 37205, US
3501 24th Ave NW, Suite 201, Norman, Oklahoma 73069, US
11 Bridge Sq, Northfield, Minnesota 55057, US
18081 Burt St, Suite 200, Omaha, Nebraska 68022, US
30 3rd St SE, Suite 201, Rochester, Minnesota 55964, US
5 Triad Center, Suite 600, Salt Lake City, Utah 84180, US
200 Concord Plaza Dr, Suite 290, San Antonio, Texas 78216, US
999 W Riverside Ave, Suite 101, Spokane, Washington 99201, US
810 S Cincinnati Ave, Suite 600, Tulsa, Oklahoma 74119, US
5910 Landerbrook Dr, Suite 300, Mayfield Heights, Ohio 44124, US
19200 Von Karman Ave, Ste. 850, Irvine, California 92612, US
21515 Hawthorne Blvd, Ste. 1250, Torrance, California 90503, US
2355 E Camelback Rd, Ste. 900, Phoenix, Arizona 85016, US
5200 Meadows Rd, Ste 150, Lake Oswego, Oregon 97035, US
6965 S Union Park Center, Suite 420, Cottonwood Heights, Utah 84047, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Wealth Management
- Consulting
- Financial Services
On LinkedIn
- Followers
- 5,987
- People linked to this company
- 404
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Funding raised
200,000,000 USD
Total reported by Crunchbase, in US dollars. This is funding raised, not company revenue or valuation.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.