Sequoia Wealth Advisors & Investment Management, Inc.

More Info

General Info

Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared the vision but have since grown to include twelve financial advisors and seven assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our communities. At Sequoia Wealth Advisors, long-term relationships that encourage open and authentic communication have been the cornerstone of our clientâ??s success. In the spirit of communication we provide on-going education and economic updates for our clients and team.

Email

Email Business

Extra Phones

Phone: (408) 645-2500

Santa Cruz County: (831) 576-2731

Location

We are located on the corner of Almaden and San Fernando in the Union Bank building

Neighborhoods

Central San Jose, Downtown San Jose

Other Link

website

Categories

Investment Advisory Service, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (408) 277-0200

Address: 99 Almaden Blvd Ste 925, San Jose, CA 95113

Website: website