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Financial Planning for first responders
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who we are
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At Sequoia Financial Group, our mission is to ensure first responders never have to worry about their financial wellbeing while they selflessly serve and protect our communities.
We've had the privilege of working with thousands of first responders for over three decades now, which means we understand the unique financial challenges and opportunities you face.
Our approach to serving you is a simple one. For an annual fee of $500, you’ll gain access to a dedicated team of advisors and technicians. That team will meet with you to understand your unique objectives before developing a personalized plan that’s built for your specific situation.
About Sequioia [DATA SECTION]
1991
Year Founded
$15B
Assets Under Management
As of 12/31/2022
200+
Team Members
Employee credentials include AEP®, AIF®, CFP®, CFS®, CPA, CTFA, CGMA, ChFC®, CIMA, CFA®, CLU®, JD, among others
10
Offices Nationwide
Throughout Ohio, Florida, Michigan, Pennsylvania, and South Carolina. Clients in 50 states and the District of Columbia
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How We Help
Segment-based solutions tailored to each client’s specific needs.