×

Review Keywords Analysis

  1. US
  2. CA
  3. San Jose
Sequoia Wealth Advisors

Sequoia Wealth Advisors

Visit Website
Closed Now now
99 Almaden Blvd #925, San Jose, CA 95113, USA Get Directions
social-share-icon Social:

5.0

reliable-icon Reliable
Claim the profile, write a
review or rate company
Unclaimed Profile Add to TOP 10 Write a Review
or rate us:
ABOUT   Services Excellence Summary

Our Mission is to make a meaningful difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. We believe in an innovative financial planning process that involves all aspects of your life. This comprehensive process not only creates your investment and financial plan but also continuously monitors your progress. We are committed to various methods of communication with our clients to ensure we are all working towards your best future. Our first step is learning about you and your values. Kristina Kuprina founded Sequoia Wealth Advisors in 2007 to discover a successful way of providing financial advice and investment services. We started with three financial advisors and we have expanded to twelve advisors and five associates, adhering to the credo of personalized service. We have expanded our range of services and continue to refine our service to our clients and their families. The sustained success of Sequoia Wealth Advisors rests on the development of long-term partnerships founded on frank and open communication. In the spirit of communication, we provide ongoing education and financial updates to our clients and our firm. We aim to help clients find balance in their lives and reduce stress by living a good life. Our most important message is to empower and inspire them to achieve FISSION balance so they can live successfully – Spiritually. Emotionally. Mentally. And Physically.

 

Collect your Trust Badge

Get recognition as a TOP Business!

Reputation Change over time

5
4
3
2
1
0

Pros & Cons

PROS
recommend (1)
highly recommend ... (1)
Sequoia Wealth Advisors Reviews: 2. Average Rating: 5.0
filtered by
% summary
Excellent
0%
Good
0%
Average
0%
Poor
0%
Bad
0%

Sign in to leave a review

via your social media account

TrustAnalytica can significantly increase your sales and online reputation through positive reviews!
Get Started

Collect your Trust Badge

Get recognition as a TOP Business!