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At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth 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 expertise 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.

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Website http://www.sequoia-financial.com
Revenue $46 million
Funding $1 million
Employees 235 (204 on RocketReach)
Founded 1991
Address 3500 Embassy Parkway, Akron, Ohio 44333, US
Phone (330) 375-9480
Technologies
Industry Financial Services, Investment Banking, Consulting, Financial Planning, Finance, Asset Management, Wealth Management, Estate and Insurance Planning, Corporate 401(k)/Retirement Plan Guidance, Fiduciary Consulting, Family Office Services
Web Rank 6 Million
Keywords Comprehensive Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Asset Management, Investment Advisory Services, Financial Consulting
Competitors Atlantic Financial, Coldstream Wealth Management, Independent Financial Group, LLC, Pure Financial Advisors, LLC, Reby Advisors
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52592 Companies, NAICS Code 5259 Companies, NAICS Code 52393 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

Sequoia Financial Group Questions

The Sequoia Financial Group annual revenue was $46 million in 2024.

Trevor Chuna is the CTO of Sequoia Financial Group.

204 people are employed at Sequoia Financial Group.

Sequoia Financial Group is based in Akron, Ohio.

The NAICS codes for Sequoia Financial Group are [52592, 5259, 52393, 525, 52, 5239, 523].

The SIC codes for Sequoia Financial Group are [62, 628].

Top Sequoia Financial Group Employees

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