Sequoia Financial Group
Financial Services
Akron, Oh, United States
361 employees
- Employees
- 361
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Sequoia Financial Group Overview
- Headquarters
- Akron, Oh, United States
- Phone Number
- Available in AeroLeads
- Website
- sequoia-financial.com
- Industry
- Financial Services
- Employees
- 361
- Founded
- 1991
- Funding
- 200.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sequoia Financial Group
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Sequoia Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Sequoia Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cynthia Haddad | Senior Wealth Advisor at Sequoia |
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| Tammy Winegardner | Detroit Metropolitan Area, United States |
Email
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| Chris Redhead | Tampa, Florida, United States |
Email
Phone
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| Chris Creahan | Senior Vice President at Sequoia |
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Employees by Management Level
Executive
15 profiles
Director
8 profiles
Individual contributor
4 profiles
Manager
3 profiles
Senior / Lead
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 1 |
| General | 4 | 4 | 2 |
| Finance | 4 | 4 | 1 |
| Sales | 4 | 4 | 0 |
| Operations | 2 | 2 | 2 |
| IT | 2 | 2 | 0 |
Sequoia Financial Group Tech Stack
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