- Specialty
- Wealth and estate planning
- Address
- 3340 W Market St, Cleveland Ohio 44114
- Phone
- +1 216-635-7900
- Website
- www.sequoia-financial.com
Sequoia Financial Group
Wealth and estate planning
§ Reviews & engagement
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Services
Best for
Men in Cleveland planning estate, wealth transfer, or post-divorce financial restructure
Languages
English
Tier
◉ ReviewedHas public peer recognition (e.g. Doyles Guide) or charity-register confirmation. We have not personally engaged them.
Why this tier
NAEPC-affiliated wealth and estate planning firm; partners in city's Estate Planning Council.
Last verified: 28 Apr 2026
Confirmed real entity with valid contact details. No quality claim - we have not personally engaged or peer-checked them.
Has public peer recognition (e.g. Doyle’s Guide) or charity-register confirmation, with citations on the profile.
Personally engaged by HisJourney - we have spoken to them or worked with them ourselves before listing.