Wine, sports memorabilia, artwork, shoes and purses, coins, stamps, and classic cars... whatever your collection, protecting it should be a top priority. Read “Should You Insure Your High-End Collection” to help you find the right policy for your collectibles.
Sequoia Financial Group
Financial Services
Akron, OH 3,809 followers
Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
About us
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation 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 expertise 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.
- Website
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http://www.sequoia-financial.com
External link for Sequoia Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Akron, OH
- Type
- Privately Held
- Founded
- 1991
- Specialties
- Financial Planning, Asset Management, Estate and Insurance Planning, Family Office Services, Trustee Support Services, and Retirement Planning
Locations
Employees at Sequoia Financial Group
Updates
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Q2 earnings season kicks off with large banks failing to impress:
Markets Broadened and Hit New Highs
https://www.sequoia-financial.com
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Divorce is incredibly hard. But understanding your financial standing is paramount in protecting yourself, your family, and your assets. Read “When ‘We Do’ Becomes ‘We Don’t Anymore:’ Planning Considerations For Divorce” for guidance on setting yourself up for a new future.
When “We Do” Becomes “We Don’t Anymore:” Planning Considerations For Divorce
https://www.sequoia-financial.com
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Many considerations go into the decision to get married. And rightfully so. But have you considered what happens when you marry finances with someone? Read “Eat, Drink, and Be Married: Planning Considerations for Marriage” for a look at what you and your partner should discuss before you say “We do.”
Eat, Drink, and Be Married: Planning Considerations for Marriage
https://www.sequoia-financial.com
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There are many financial planning considerations before, during, and after a divorce. Read “When “We Do” Becomes “We Don’t Anymore:” Planning Considerations For Divorce “ now to better understand what you need to know to protect yourself and your family.
When “We Do” Becomes “We Don’t Anymore:” Planning Considerations For Divorce
https://www.sequoia-financial.com
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Before you say, “We do,” we’ve compiled a list of considerations to think through before taking your vows! Read “Eat, Drink, and Be Married: Planning Considerations for Marriage” now and start your marriage on a strong foundation!
Eat, Drink, and Be Married: Planning Considerations for Marriage
https://www.sequoia-financial.com
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Sequoia Financial Group’s Brandon McBride, OLY, MBA sits down to talk about his time as an #Olympic athlete, his drive to inspire others, and how being a professional athlete prepared him for the world of finance.
From Olympian to Analyst: Brandon McBride on the World of Sports, Finance, and their Surprising Similarities
https://www.sequoia-financial.com
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Data releases showed cooling labor market, services and manufacturing weakness:
Equities Hit New Highs on Big Tech Momentum
https://www.sequoia-financial.com
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Adding a vacation home to your assets can be thrilling, but major tax considerations must be remembered. Read “A Place to Call (Our Other) Home, Part Three: Vacation Home/Rental Property Tax Considerations” to look at how your taxes may be impacted if you decide to add a rental property.
A Place to Call (Our Other) Home – Part Three
https://www.sequoia-financial.com
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Professional athletes and financial professionals have a lot in common... seriously! Read “From Olympian to Analyst: Brandon McBride on the World of Sports, Finance, and their Surprising Similarities” to learn about former #Olympian Brandon McBride, OLY, MBA, and how his time as a professional athlete prepared him for the world of finance.
From Olympian to Analyst: Brandon McBride on the World of Sports, Finance, and their Surprising Similarities
https://www.sequoia-financial.com