Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and fervent client service. At Sequoia, we strive to be our client’s most trusted advisor by providing comprehensive planning with a team based approach. We invest in long-term relationships and because of our independence and knowledge of our clients, we work to provide unparalleled investment strategies to help them meet their goals. Watch the video below for our Sequioa Story.
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Though related entities, Sequoia Financial Group, LLC and its affiliates, and Cohen & Company, Ltd. are separate companies with common, but not identical ownership. The scenarios reviewed are hypothetical in nature and are for illustrative purposes only. The material contained herein is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. The information provided does not constitute an offer or a solicitation of an offer to buy any securities, products or services mentioned. The opinions expressed do not necessarily reflect those of the author and are subject to change without notice.