Sequoia Financial Group
3500 Embassy Parkway, Akron, Ohio 44333
About the Business
Sequoia Financial Group is a finance institution located at 3500 Embassy Parkway in Akron, Ohio, United States. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to finances, delivering comprehensive financial analysis and personalized strategies. We prioritize preserving your legacy and aim to ensure that your wealth lasts for generations to come. Our team of investment experts employ a data-driven approach to achieve results for you. Additionally, our Family Office advisors work together to provide the right resources at the right time, ensuring lasting results. We offer services such as family education, comprehensive financial planning, creating a family constitution, and aligning philanthropic goals. Our investment approach is independent and tailored to your individual circumstances, with a focus on achieving your financial goals. Join us at Sequoia Financial Group and let's build your future together.
Photos
Contacts
3500 Embassy Pkwy Suite 100, Akron, OH 44333, United States
Opening hours
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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!!"
-
Vivian C Cosio, Financial Professional - New York Life
11855 Tennyson Dr, Cincinnati, OH 45241, United States
-
Omega Financial Group
7458 Jager Ct, Cincinnati, OH 45230, United States
-
Monica Black: Primerica - Financial Services
4030 Smith Rd Suite 200, Cincinnati, OH 45209, United States
-
LiveWell Capital
3805 Edwards Rd Ste 200A, Cincinnati, OH 45209, United States
-
Northwestern Mutual
3805 Edwards Rd STE 200, Cincinnati, OH 45209, United States
-
James Conway - Prudential Financial
4790 Red Bank Expy Suite 101, Cincinnati, OH 45227, United States
-
Lifetime Financial Growth
9100 W Chester Towne Centre Rd #355, West Chester Township, OH 45069, United States
-
Larmann Financial
7424 Jager Ct, Cincinnati, OH 45230, United States
-
Mcginnis Gary
800 Gallia St # 802, Portsmouth, OH 45662, United States
-
Ryan Jones Insurance & Financial Services
1499 OH-522 Unit B, Wheelersburg, OH 45694, United States
List of local businesses, places and services in Ohio
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos