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Sequoia Wealth Advisors and Invesment Management, Inc.
Expert Financial Guidance with a Personal Touch
3.7
Business
$$$
Expert Financial Guidance with a Personal Touch
Sequoia Wealth Advisors and Investment Management, Inc. is a financial services firm located in San Jose, CA. With a focus on personalized financial advice, they strive to meet the unique needs of each client. Their team, led by dedicated professionals like Kristina, is known for being competent and compassionate, offering a variety of wealth management and investment strategies. While reviews reflect a mix of experiences, their commitment to quality service is evident. Visit their website or contact them to explore how they can help you achieve your financial goals.
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Comprehensive financial planning and investment portfolio management tailored to individual goals.
Personalized investment strategies and asset allocation to optimize growth and minimize risk.
Guidance on retirement savings, income strategies, and long-term financial security.
Assistance with estate structuring, wills, and trusts to protect and transfer wealth effectively.
Strategies to manage tax liabilities and enhance after-tax returns on investments.
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Overall rating
Martha Geiszler
My son has been calling them for months to get his funds transferred. Patrick was quite rude to him and has stopped returning his calls. Horrible service. Avoid this firm at all costs.
David McArthur
Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend.
Renetta Lee (Indelible Massage)
We have been found by Google Maps again. Thank you
