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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.
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About Us
History
Founded in 1991 by Tom Haught, Sequoia's philosophy is simple.
Earn the client's trust. Create a plan that's custom-tailored to meet their goals.
Deliver results.
Most people know what they want. The problem is how to get there.
Sequoia starts by listening to the client – what are their plans, hopes, and aspirations.
Sequoia combines that vital information with education, insight and experience to create a
financial program that's custom-tailored to the client's goals, comfort level
and needs.
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