Disclosures
Sequoia Financial Group Disclosure Documents
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
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