Sequoia Financial Group of New York and Vermont

Founded with the goal of assisting clients in every aspect of their financial lives, Sequoia Financial Group is an independent financial services firm specializing in Wealth Management, Estate Planning, Business Succession Planning, and Retirement Planning. They emphasize a personalized, client-centric approach to build long-term partnerships. The firm's advisors offer securities and investment advisory services through an affiliation with Kestra Investment Services, LLC and Kestra Advisory Services, LLC.