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Sequoia Financial Group

Sequoia Financial Group

Akron, OH

We have found contact information containing phone numbers and email addresses for Sequoia Financial Group. The company works in the Financial Services industry. Sequoia Financial Group is based at 3500 Embassy Pkwy, Akron, OH 44333. The company operates in the fields of Financial Planning, Asset Management, Estate and Insurance Planning, Corporate 401(k)/Retirement Plan Guidance, and Fiduciary Consulting. The company was founded on 2/8/2011.

Company Details

Last Update
Jul 14, 2022
Doing business as
SEQUOIA FINANCIAL GROUP, LLC
Sequoia Financial Advisors LLC
Location
3500 Embassy Pkwy, Akron, OH 44333
121 S Main St, Akron, OH 44308
3500 Embaohy Pkwy, Akron, OH 44333
Phone
(***) ***-4353
(***) ***-9480
(***) ***-0111
Industry
Financial Services
Business Services Investment Advisory Service Management Consulting Services
Business Services Management Consulting Services Investment Advisory Service
Investment Advice
Category
Investment Advisory Service
Mortgage Brokers
Financial Services
Specialties
Financial Planning
Asset Management
Estate and Insurance Planning
Corporate 401(k)/Retirement Plan Guidance
Founded
1991
Number of Employee
11-50 employees
SIC
6282 - Investment Advice
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Decision Makers

Ryan Tomer
Director, Private Client Services

Employees

Danielle Washington
Senior Manager
Sarah Horrigan
Senior Compliance Manager
Kavitha Bagavandoss
Finance Manager
Kim Heman
Vice President, Family Office Services
Tracy Nida
Manager, Client Service
Awma Jason Budrick
Vice President, Private Client Services
Sue E Haessly
Senior Manager, Tgo Life Services
Albert Yambor
Advisor, Family Wealth
Stan Milovancev
Executive Vice President
Abigail Seman
Talent Acquisition Manager
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