Sequoia Financial Group
Financial ServicesView the employees at
Sequoia Financial Group-
Jennifer Budny Associate Director, Client Service
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Cleveland
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Top 10%
Gabrielle Monticciolo Sequoia Financial Group-
Greater Tampa Bay Area
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Rising Star
Patricia Manko Marketing Consultant at Sequoia Financial Group-
Greater Boston
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Top 5%
Ruthie Casey Experienced RIA Digital Marketer-
Greater Chicago Area
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Rising Star
Cheryl Lutman Director, Financial Advisor at Sequoia Financial Group-
Columbus
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Rising Star
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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