|
Wealth Management Services
As our clients' businesses and personal finances change, they look to us
for guidance and advice in safeguarding their hard-earned assets.
We, in turn, look to Sequoia Financial Group, Cohen & Company's preferred
financial services provider. Founded in 1991 by Tom Haught, Sequoia's philosophy
is simple: Earn the client's trust. Create a plan that's custom-tailored to
help meet its goals. Deliver results.
Through Sequoia Financial Advisors, LLC, Sequoia Financial Groups affiliated SEC registered investment advisor, Sequoia offers a comprehensive array
of services including financial planning, estate planning, asset management,
retirement plans, insurance, group benefits, and mortgage planning. Sequoia is a separate company
with common, but not identical, ownership to Cohen & Company.
Investment Advisory Services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. 121 South Main Street Suite 300 Akron, Ohio 44308 Phone (330)375-9480. Certain insurance products offered through Sequoia Financial Insurance Agency, LLC. Sequoia Financial Group, LLC and related entities are separate entities from ValMark Securities, Inc.
|
