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US / OH / Columbus
Sequoia Financial Group photo
Sequoia Financial Group photo
Sequoia Financial Group photo
Sequoia Financial Group photo
Sequoia Financial Group photo

Sequoia Financial Group

3.8 6 reviews
Address: 5000 Horizons Dr, Columbus, OH 43220, USA Get Directions

What people love

From reviews
Extremely knowledgeable

About this business

Wealth management, financial planning, asset management, and estate planning are just a few of Sequoia Financial Group's extensive list of services. Our financial advisors are highly knowledgeable and provide comprehensive services that can help you meet your financial goals. This includes many sophisticated and competitive opportunities that are usually only available to a select few. We are your connection that helps you control your financial future. Our team of advisors is a one-stop-shop that helps you achieve all your financial dreams, goals, and objectives. A trusted advisor is what we believe our goal should be. Our salaries' professionals' passion is to have the most excellent technical knowledge and keenest customer service in a relaxed, friendly, and caring setting. Our employees are salaried and are paid by salary and not sales, ensuring that their interests are aligned with yours. All clients are viewed as the company's most valuable asset (Sequoia Financial Group LLC, n.d.). Clients sure to give us their business regularly and work hard to keep them by providing them with a service and commitment that they cant find anywhere else.

Frequently asked questions

5 questions
What do Sequoia Financial Group clients say about their experience with financial planning?
Clients appreciate the knowledgeable and trustworthy advisors at Sequoia Financial Group, particularly highlighting their ability to explain complex financial concepts in an approachable manner. This supportive environment helps clients feel comfortable discussing their financial goals.
Does Sequoia Financial Group provide estate planning services, and how do clients feel about their expertise?
Yes, they offer estate planning services. Clients have expressed satisfaction with the team's expertise and genuine interest in helping them achieve their financial dreams, which fosters a trusting relationship.
Can I expect a friendly environment when working with Sequoia Financial Group?
Yes, many clients note the relaxed and caring atmosphere at Sequoia Financial Group, which enhances their overall experience and comfort in discussing financial matters.
How does Sequoia Financial Group support clients in achieving their financial goals?
The team at Sequoia Financial Group works closely with clients to provide tailored financial planning and asset management, focusing on individual dreams and objectives to ensure personalized support.
Where is Sequoia Financial Group located?
5000 Horizons Dr, Columbus, OH 43220, USA

Location & directions

Columbus, Ohio
Sequoia Financial Group
Wealth Management Companies
Address
5000 Horizons Dr, Columbus, OH 43220, USA
Hours
Open 8:30 AM - 5:00 PM
Sequoia Financial Group Reviews · 3.8 average
1 Reviews
G Google 5
I'm being generous giving 2 stars to this company. They are just another investment organization that really doesn't show any special performance in growing ones portfolio. I was sent a form to rate their performance ( by Sequoia) and gave them a 5 out of 10 stars. Just average. At least they are not thieves, but not worth their fees for management. Very lack luster performance. 2 weeks later I received a letter ( unsigned) that they were dropping my account. No call, no signature... Nothing. I guess in this day and age where everyone gets a trophy, they felt highly insulted. If you don't have a few million $$$$ to invest, STAY AWAY. They have no respect for you or regard for your money. If you do have millions $$$$$ STAY AWAY. There's many more talented people ot there. Very mediocre organization.

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