Sequoia Financial Group

    OverviewSuggest Edit

    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.

    *Securities offered through ValMark Securities, Inc., Member FINRA, SiPC. Investment advisor services offered through Sequoia Financial Advisors, LLC, and ValMark Advisers, Inc.

    TypePrivate
    Founded1991
    HQAkron, US
    Websitesequoia-financial.com
    Employee Ratings4.8

    Latest Updates

    Employees (est.) (May 2020)90
    Job Openings1

    Key People/Management at Sequoia Financial Group

    Christina Antal

    Christina Antal

    Vice President, Client Service
    Christine M. Boehnlein

    Christine M. Boehnlein

    Director, Private Client Services
    Ryan Baney

    Ryan Baney

    Director, Private Client Services
    Don Bentley

    Don Bentley

    Director, Private Client Services
    Chris Creahan

    Chris Creahan

    Vice President, Asset Management
    Trevor Chuna

    Trevor Chuna

    Chief Technology Officer
    Show more

    Sequoia Financial Group Office Locations

    Sequoia Financial Group has offices in Akron, Beachwood, Cleveland, St. Clair Shores and in 2 other locations
    Akron, US (HQ)
    3500 Embassy Pkwy
    Beachwood, US
    2000 Auburn Dr #350
    Cleveland, US
    1350 Euclid Ave # 800
    St. Clair Shores, US
    21420 Greater Mack Ave
    Tampa, US
    Towers at Westshore, 1408 N Westshore Blvd #804
    Troy, US
    5480 Corporate Dr #100
    Show all (6)

    Sequoia Financial Group Financials and Metrics

    Summary Metrics

    Founding Date

    1991
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    Sequoia Financial Group Online and Social Media Presence

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    Sequoia Financial Group News and Updates

    Sequoia Financial Group Completes Acquisition of LJPR Financial Advisors

    AKRON, Ohio, Jan. 7, 2019 /PRNewswire/ -- Effective January 1, Sequoia Financial Group, a wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., announced that it completed the acquisition of the previously announced partnership with...

    Sequoia Financial Group Merges with LJPR Financial Advisors

    AKRON, Ohio, Aug. 22, 2018 /PRNewswire/ -- Sequoia Financial Group, an award-winning wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., today announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor...

    Sequoia Financial Group Blogs

    Sequoia Financial Group Frequently Asked Questions

    • When was Sequoia Financial Group founded?

      Sequoia Financial Group was founded in 1991.

    • Who are Sequoia Financial Group key executives?

      Sequoia Financial Group's key executives are Christina Antal, Christine M. Boehnlein and Ryan Baney.

    • How many employees does Sequoia Financial Group have?

      Sequoia Financial Group has 90 employees.

    • Who are Sequoia Financial Group competitors?

      Competitors of Sequoia Financial Group include Nationwide Title Clearing, Wuestenrot or Wuerttembergische (W&W) and Tykoon.

    • Where is Sequoia Financial Group headquarters?

      Sequoia Financial Group headquarters is located at 3500 Embassy Pkwy, Akron.

    • Where are Sequoia Financial Group offices?

      Sequoia Financial Group has offices in Akron, Beachwood, Cleveland, St. Clair Shores and in 2 other locations.

    • How many offices does Sequoia Financial Group have?

      Sequoia Financial Group has 6 offices.