Sector: Advisory, Wealth Management
Headquarters: Akron, OH
Kudu Investment Date: June 2020
Status: Active
Founded in 1991, Sequoia Financial Group, LLC takes a client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate and retirement planning, fiduciary consulting and family wealth.
Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize long-term planning to help clients reach their financial and life goals.