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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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].