Sequoia Financial Group
About the Business
Sequoia Financial Group, located at 5000 Horizons Drive in Columbus, Ohio, is a finance and insurance agency dedicated to serving clients across the wealth continuum. Our goal is to enrich the lives of individuals and families by helping them advance towards their chosen future.
At Sequoia Financial Group, we offer comprehensive planning, robust investment capabilities, and a specialized Wealth Planning team to ensure that your financial needs are met both now and in the future. Our team of investment experts employs a data-driven approach to continuously evaluate the investment landscape and achieve results for our clients.
With a focus on preserving your legacy, 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 wealth preservation and offer strategic planning and expert guidance to help ensure your wealth survives for future generations.
Our specialized Wealth Planning team creates personalized financial plans tailored to your unique goals, circumstances, and aspirations. We offer services such as family governance structuring, financial education, estate planning, and philanthropic goal alignment to help you navigate the complexities of wealth management.
Whether you're looking to safeguard your wealth, maximize tax benefits, or ensure financial security for your loved ones, Sequoia Financial Group is here to help you achieve your objectives. Our investment approach is 100% independent, ensuring that we always select investments in your best interests.
With a focus on aligning on values to sustain generational wealth, our team at Sequoia Financial Group is dedicated to helping you navigate different life stages and achieve your financial goals with confidence and clarity. Contact us today to get started on building your future with a company built and resourced for your needs.
Photos
Location & Phone number
5000 Horizons Dr, Columbus, OH 43220, United States
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
Reviews
"We've been working with Annie and she's wonderful. She has helped us with our wealth management and doesn't make us feel "less than" when we don't understand the world of financial investments. She is extremely knowledgeable and trustworthy."
"The well-crafted team at Wealthstone combines expertise with wisdom, friendliness and a genuine interest in helping others succeed. My first interaction with this firm was through their leadership in successfully buying back our company from investors which took a unanimous vote from over 36 involved parties. The process was respectful, swift, and a win-win for all involved. From there it was a no brainer to trust Wealthstone as business advisors, wealth managers and personal/corporate tax implementers. They also place a high value on family and community and it's not uncommon with my business near by to see their team enjoying a potluck together, hosting summer soirees for clients, and taking a break to play frisbee golf on their (amazing) grounds. They have the right vision, the right values, and the right experience. Many on the team have become friends!"
"Wow! Steer away from this firm. I walked in without an appointment and the front receptionist was very rude."
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