Sequoia Financial Advisors LLC
Legal Name: SEQUOIA FINANCIAL ADVISORS, L.L.C.
Full Contact Details
Sequoia Financial Advisors LLC
3500 EMBASSY PARKWAY, AKRON, OH
330-375-9480
330-535-0111
Other Info
Sequoia Financial Advisors LLC is an Ohio-based Limited Liability Company with 85 employees, 45 of whom are in advisory positions. Despite its relatively small size, it serves 74 clients, indicating that it maintains a high level of client satisfaction and retention. The firm has been approved by the U.S. Securities and Exchange Commission since its registration on April 19, 2002, demonstrating its adherence to regulatory standards in the financial industry.
Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
Lump Sum Analysis
Lump Sum Analysis Get A Pro's OpinionWhite PapersFAQsCalculatorsAbout Home Home Sit down with a professional. Get the unbiased advice you need, not the product you don't. Learn More The comparison of a monthly pension to a lump sum is basically a comparison of an annuity stream (the monthly pension)…
Guns & Hoses | Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
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Homepage | Sequoia Financial Education
Toggle navigation Login Sign Up Sequoia Financial Education Helping people understand, manage and keep more money. Sign Up Featured Class Small Good Choices Available until Helping you identify the small things you can do to keep your financial plan on track. Leon LaBrecque, JD, CPA, CFP®, CFA % CO…
Recession Opportunity Kit | Sequoia Financial
01 - History 02 - Triggers 03 - Opportunity 04 - Be Prepared Getting Ready for a Recession Means Being Prepared. Recessions happen because good times cause bad times and, fortunately, vice-versa. If you’re prepared, a recession can present planning opportunities. Take a journey with us and see th…
SECURE.ACT
The SECURE Act of 2019 has Passed.Massive Changes to Qualified Plans & IRAsThe SECURE Act of 2019 has Passed.Massive Changes to Qualified Plans & IRAsThe SECURE Act and Your 401(k) & IRAThe SECURE Act of 2019 has Passed.A product of bipartisan effort, legislators from both sides of the aisle have …
Direct Owners
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GERALD PAUL KNOTEK
EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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SEQUOIA FINANCIAL GROUP, LLC
OWNER owns 75% or more
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THOMAS ARTHUR HAUGHT
PRES, CEO owns less than 5%
Indirect Owners
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COHEN SEQUOIA ENTERPRISES, LTD.
INDIRECT OWNER OF SFA owns 75% or more
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GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE
INDIRECT OWNER OF SFA
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THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE
INDIRECT OWNER OF SFA
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COHEN & COMPANY LTD
OWNER owns more than 25% but less than 50%
-
THOMAS A. HAUGHT LIVING TRUST
OWNER owns more than 25% but less than 50%
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