Sequoia Wealth Advisors and Invesment Management, Inc.

Name: Sequoia Wealth Advisors and Invesment Management, Inc.
Address: 99 South Almaden Boulevard, San Jose, CA, 95113, US
Telephone: (408) 645-2500
Price range: $$$
Rating: 3.7

Expert Financial Guidance with a Personal Touch

3.7(3 reviews)

financial-advising

$$$

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About

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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Location

99 S Almaden Blvd #925, San Jose, CA 95113, USA

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Information

99 South Almaden Boulevard

San Jose, CA, 95113

(408) 645-2500 www.sequoiawa.com/

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Services

Wealth Management

Comprehensive financial planning and investment portfolio management tailored to individual goals.

Investment Advisory

Personalized investment strategies and asset allocation to optimize growth and minimize risk.

Retirement Planning

Guidance on retirement savings, income strategies, and long-term financial security.

Estate Planning

Assistance with estate structuring, wills, and trusts to protect and transfer wealth effectively.

Tax Planning

Strategies to manage tax liabilities and enhance after-tax returns on investments.

3.70 · 3 reviews

Overall rating

Martha Geiszler

via Google

· 1 year ago

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

via Google

· 3 years ago

Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend.

Renetta Lee (Indelible Massage)

via Google

· 12 years ago

We have been found by Google Maps again. Thank you

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