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 comp...load more
Sequoia Financial Group's Basic Information
Industry
Financial Services
Headquarters
Akron, Colorado, United States
Founded Year
1991
Headcount
51 - 200 ( View All )
Specialties
Financial PlanningAsset ManagementEstate and Insurance PlanningFamily Office ServicesTrustee Support ServicesRetirement PlanningCorporate 401(k)/Retirement Plan GuidanceFiduciary Consulting
Sequoia Financial Group's Competitors
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Sequoia Financial Group's Top Employees
Li Donovan
Client Relations Associate
Phone Email
Ann Knight
Senior Associate, Client Service
Phone Email
Lijean Donovan
Senior Associate, Client Service
Phone Email
Sue Haessly
Senior Client Service Associate
Phone Email
Brittany Metzner
Administration Associate
Phone Email
Frequently Asked Questions Regarding Sequoia Financial Group
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