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  2. OH
  3. Columbus
Sequoia Financial Group

Sequoia Financial Group

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Open  8:30 AM-5:00 PM now
5000 Horizons Dr, Columbus, OH 43220, USA Get Directions
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ABOUT   Services Excellence Summary

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.

 

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Elyse left a 2 star review
★★☆☆☆
On TrustAnalytica
Jun 20
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extremely knowle ... (1)
Cons
rude (1)
not worth (1)
stay away (1)

Sequoia Financial Group Reviews: 6. Average Rating: 3.8

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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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Elyse left a 2 star review
★★☆☆☆
On TrustAnalytica
1 year ago
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