Since the founding of our award-winning firm over 20 years ago, we have focused on planning, passion and fanatical client service. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Cohen & Company, Ltd and related entities, and Charles Schwab and Co. and its affiliates, are separate entities from Sequoia Financial Advisors, LLC, and it's related entities.