Sequoia Financial Group
Financial ServicesView the employees at
Sequoia Financial Group-
Don Bentley, CFP®, RICP®, AIF® Vice President, Wealth Advisor
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Detroit Metropolitan Area
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Top 10%
Danny Grove Wealth Management Analyst at Sequoia Financial Group-
Greater Cleveland
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Rising Star
Samary Tenor Administrative Assistant at Sequoia Financial Group-
Rising Star
David Dellosa Equal parts strategy and elbow grease-
Rising Star
Bill Venter, CFP®, CIMA®, AIFA®, CEPA® Senior Financial Advisor: Offering comprehensive financial advice while partnering with clients to enrich their lives-
Cleveland, Ohio, United States
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Top 10%
Overview
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
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