Sequoia Financial Group

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
Industry
Financial Services
Employees
361
Founded
1991
Funding
200.0M
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Cynthia Haddad Senior Wealth Advisor at Sequoia
View
Tammy Winegardner
Email
Chris Redhead
Email Phone
Chris Creahan Senior Vice President at Sequoia
View

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 Email 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

Compare Similar Companies to Sequoia Financial Group