Question 1

What services does Sequoia Financial Group provide?

Accepted Answer

Sequoia Financial Group offers a wide range of financial services, including financial planning, retirement planning, wealth management, ESG and sustainable investing, business resources, insurance planning, and estate planning strategies.

Question 2

Where are Sequoia Financial Group's offices located?

Accepted Answer

Sequoia Financial Group has offices in Nashua, New Hampshire, Clifton Park, New York, and Burlington, Vermont.

Question 3

What qualifications do the Sequoia Financial Group team members have?

Accepted Answer

The Sequoia Financial Group team includes a well-versed staff with a wide range of certifications and credentials, such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Certified Divorce Financial Analyst (CDFA).

Question 4

How can I access my accounts with Sequoia Financial Group?

Accepted Answer

Clients can access their accounts through the "My Accounts" section on the Sequoia Financial Group website.

Question 5

What is the company's approach to providing financial guidance?

Accepted Answer

Sequoia Financial Group is committed to providing trusted guidance, clear advice, and thoughtful solutions to their clients. They understand that every client is unique and tailor their services accordingly.

Sequoia Financial Group

Company Overview

Company Name

Address

Website

Phone

About Sequoia Financial Group

Frequently Asked Questions about Sequoia Financial Group

What services does Sequoia Financial Group provide?

Where are Sequoia Financial Group's offices located?

What qualifications do the Sequoia Financial Group team members have?

How can I access my accounts with Sequoia Financial Group?

What is the company's approach to providing financial guidance?

Technologies Used