Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California
Address: 99 S Almaden Blvd #925, San Jose, CA 95113, United States.
Phone: 4086452500.
Website: sequoiawa.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Sequoia Wealth Advisors and Invesment Management, Inc.
⏰ Open Hours of Sequoia Wealth Advisors and Invesment Management, Inc.
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Sequoia Wealth Advisors and Investment Management, Inc.
Located at 99 S Almaden Blvd #925, San Jose, CA 95113, United States, Sequoia Wealth Advisors and Investment Management, Inc. is a distinguished financial planner specializing in providing comprehensive wealth management services tailored to meet the unique needs of each client. With a strong commitment to excellence and a deep understanding of the financial markets, this reputable firm has earned a solid reputation in the industry.
Specialties and Services
Sequoia Wealth Advisors and Investment Management, Inc. offers a wide range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. Their team of experienced professionals works closely with clients to develop personalized strategies aimed at maximizing their financial potential and achieving long-term financial goals.
Accessibility
The firm is committed to accommodating its clients' needs, providing a wheelchair-accessible entrance, car park, and toilet. It is advisable to schedule an appointment in advance to ensure the best possible experience.
Client Reviews and Testimonials
Sequoia Wealth Advisors and Investment Management, Inc. has garnered a solid reputation among its clients. With an average rating of 3.7/5 based on 3 reviews on Google My Business, the firm has demonstrated its dedication to client satisfaction and the pursuit of excellence in financial planning and investment management. One notable testimonial highlights the extraordinary competence and compassion exhibited by Kristina, setting a high standard for the firm's client service.
Website and Contact Information
For more information about Sequoia Wealth Advisors and Investment Management, Inc., visit their website at sequoiawa.com. To schedule a consultation or discuss your financial planning needs, please contact the firm directly at 4086452500. Their knowledgeable and friendly staff is ready to assist you in achieving your financial goals.
Final Recommendation
If you are seeking a reliable and experienced financial planner to help you navigate the complexities of wealth management, look no further than Sequoia Wealth Advisors and Investment Management, Inc.. With a proven track record of success, a commitment to client satisfaction, and a personalized approach to financial planning, this firm is well-positioned to help you achieve your financial goals. We highly recommend reaching out to them through their website or by phone to schedule a consultation and begin your journey towards a more secure financial future.
👍 Reviews of Sequoia Wealth Advisors and Invesment Management, Inc.
