Sequoia Financial Group Disclosure Documents

Form ADV Part 2A

Item 2A Material Changes

Privacy Policy

Form CRS

eDelivery

All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge.  If you are a Sequoia client and prefer to receive these document(s) via email, please email info@sequoia-financial.com with the subject line: “eDelivery Opt In” along with your full name.  Reducing our paper output allows us to be more environmentally friendly.

Google Reviews

It is a company policy to not ask for reviews nor write a review for ourself or our team members. 

 

Sequoia Financial

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beechwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

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.

Disclosures | Sequoia Financial Group

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