Sequoia Financial Group

"As a retired Banking and Finance Instructor, I was pleasantly surprised at Sequoia Financial Group’s complimentary and updated financial literacy materials. I found them helpful and informative. Their staff was friendly, courteous and helpful, very proactive in sharing their educational resources, even with someone who wasn’t a client. I would definitely return to them for advice and assistance in the future."

"Sequoia is more than a group that manages its clients hard earned savings. They are a group of people that are humble and share common values. They truly put the clients goals and needs first. I am very grateful to work with such an amazing team of people. Thank you to the Sequoia team for all you do regardless of the amount someone has trusted you to manage."

"Sequoia is a great company that will meet and surpass your financial needs. From the Advisers to the CEO, you’d be hard pressed to find a more compassionate and caring group of individuals to look after your savings and retirement needs!"

"From advising to management to outcome, we have found the professional team at Sequoia Financial Group to rise above so many other companies that we researched to be our wealth manager. Every member of the team treated us with integrity, sensitivity to our personal needs, and confidence in the management plan. Our valued investment experience with Sequoia Financial Group has been exceptional. We are so grateful that we made this important choice."

"When you entrust an individual financial planner or firm with your life savings it’s a small step forward in planning but a giant leap of faith (with all due respect to today’s lunar landing anniversary). You are counting on their financial acumen, insight, timely attention to your needs and of course, their integrity. It may not be a lot of cheese but it’s MY cheese and needs looking after with as much diligence and care as the whale investors, pension funds and other clients the firm has under management. For the past year, the Akron office of Sequoia has managed of all of our financial planning and investments. A team of people we have never met face to face provides us with amazing service, quiet confidence and a degree of personal attention that is, frankly, astonishing. The digital age has “de-peopled” many service exchanges and experiences. Heck who doesn’t love a good AI or Bot convo! And Sequoia may indeed use a wide array of sophisticated technology and tools to manage the business, but they have obviously leaned into the people side of the personal and financial services business! Expertise? Check. Insight? Check. Fast?Friendly? On top of things? Check. Committed to ME not just the money? Check. For us, that means all systems go. Happy 50th NASA and thanks for all you do Sequoia Akron!!"