This has been an exceptional year for Sequoia Financial Group. Far more than being honored
as recipients of industry awards, we are proud of our work as a firm. We’ve continued to push
forward in refining our craft, leveraging technology and staying abreast of changes in the legal and
regulatory landscape of financial planning. We are passionate about extending the very best in
client service and offering the support and resources you need to achieve your financial goals.


Click here to read our 2020 Viewpoint eBrochure.