Put the power of personal attention to work for you.
Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and passionate client service. At Sequoia, we strive to be our client’s most trusted advisor by providing comprehensive planning with a team based approach.
Are you or your business ready for a recession? Recessions happen because good times cause bad times and, fortunately, vice-versa. Getting ready for a recession means being prepared. If you knew a storm was coming, you would prepare. To get started, you need a plan.
Sequoia Financial Group has announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered in Troy, Michigan. This union brings together two top-rated RIA firms and positions clients, employees, and the firm toward greater...
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. 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.