Sequoia Financial Group

5480 Corporate Drive, Troy, MI 48098

● Closed
4.7 10
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Hours open
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Location & Phone number
About Us
Reviews
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Hours open

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

Friday:

8:30 AM - 4:00 PM

Saturday:

Closed

Sunday:

Closed

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Photos

  • Photo of Sequoia Financial Group - Corporate Drive, Troy, Michigan, United States
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Location & Phone number

5480 Corporate Dr #100, Troy, MI 48098, United States
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About the Business

Sequoia Financial Group

Sequoia Financial Group, located at 5480 Corporate Drive in Troy, Michigan, is a finance and legal institution dedicated to serving clients across the wealth continuum. Our team of experts helps individuals and families advance their chosen future by providing comprehensive planning, robust investment capabilities, and personalized wealth plans. We prioritize preserving your legacy and ensuring that your wealth endures for generations to come.

Our specialized Wealth Planning team takes a holistic approach to your finances, delivering personalized strategies and comprehensive financial analysis. We employ a data-driven investment approach to achieve results for you, continuously evaluating the investment landscape. Our Family Office advisors work together to provide the right resources at the right time, aiming to deliver lasting results for generations to come.

We understand the importance of family governance and communication in preserving wealth for future generations. Our advisors assist clients in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. We emphasize the importance of values and traditions alongside financial wealth.

Our in-house Wealth Planning team creates comprehensive financial plans tailored to your unique goals and circumstances. We prioritize building a plan that is truly "Built for You," starting with a deep conversation during an initial consultation. Our team is dedicated to helping you achieve your financial objectives and navigate different life stages with confidence.

At Sequoia Financial Group, we offer independent investment solutions that are in your best interests. Our Investment Research team manages custom solutions across asset classes to build an investment plan unique to you. We provide professional guidance and regular reviews to help you navigate the complexities of investing with clarity and confidence.

Whether you're just starting out, passing down your business, or retiring, we are here to support you every step of the way. Let's build your future together with a company built for your needs—now and tomorrow. Contact us to get started on your wealth journey.

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Reviews

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Bob F:
5

"Sequoia (Guns & Hoses) has help me and my wife through a difficult medical time advising us without fees. We feel our team truly added in good faith during this time. We now looked to Sequoia for life time planning including tax advise and we could not be happier. You (Guns &Hoses) members this is where you should be. You should give them a call talk with Matt T. Matt will treat you professionally with respect and is very honest. RcF"

almost 3 years ago
Jamie Honce:
5

"The team at Sequoia’s Michigan office has been great to work with over the last 19 years. They go above and beyond with a passion for financial education and offer informative videos, blogs and newsletters."

almost 5 years ago
Bob Weins:
5

"We have been a client of Sequoia for over 10 year. The investment advisory services and communications are outstanding. I highly recommend them to any person or organization who is seeking effective investment management."

almost 5 years ago
James Jagger:
5

"Sequoia Financial’s team is a rare gem in the financial advisory space. Committed to successfully guiding their clients to long term growth and financial security, Leon LaBrecque and the Michigan office provide guidance, unique insight and peace of mind with the highest level of professionalism and consideration."

almost 5 years ago
Jeffrey Rink:
5

"Leon And his team are Brilliant ! Great performance during the tough times. If you get a chance to go to one of the seminars or speaches it will be entertainig and worth your time. Leon, I always enjoy watching and hearing what you have to say !"

more 11 years ago
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