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Institutional

If you have any questions, please give us a call at 888.225.3777 or email us at retire@sequoia-financial.com.

Plan Sponsor Updates

Fiduciary Focus

Retirement Plan Trends

Locating Missing Participants

Diversification within a Retirement Plan

3rd Quarter 2011 Market Review

Beyond The Debt Deal

Philosophy

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you, not us. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

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Contact Info

Toll-Free:1.888.225.3777

info@sequoia-financial.com

Offices available in Ohio and Florida

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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. Certain insurance products offered through Sequoia Financial Insurance Agency, LLC.
Sequoia Financial Group, LLC & related entities are separate entities from ValMark Securities, Inc. © 2011 - 2012 Sequoia Financial Group