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Thank you for your interest in learning more about Sequoia Financial Group and our relationship with Mercurio & Bridgford.
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. We start by listening to the client –
what are your plans, hopes, and aspirations. Sequoia combines that vital information with education,
insight and experience to create a financial program that's custom-tailored to your goals, comfort level and needs.
Mercurio & Bridgford is an affiliate of Cohen & Company, a full service accounting and consulting
firm based in Ohio with common, but not identical, ownership to Sequoia Financial Group.
As Mercurio & Bridgfords preferred financial services provider, Sequoia Financial
Group works closely with you to provide guidance and advice in safeguarding your hard-earned assets.
Services
Meet Alan St. Marie - CFP® - Financial Planner
813.633.6555 astmarie@sequoia-financial.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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