Sequoia Financial

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204 N Floral St Ste A
Visalia, CA 93291
+1 (559) 740-0548

Sequoia Financial is an independent financial planning and investment management firm located in Visalia, California, dedicated to serving affluent households and local businesses in the Central Valley. With a holistic approach to financial planning, they prioritize custom portfolios and fiduciary responsibility to ensure clients achieve their desired financial outcomes.

The firm specializes in comprehensive services including retirement planning, investment management, tax planning, and employee benefits consulting. By working closely with clients, Sequoia Financial aims to build wealth, confidence, and security while adapting strategies to meet the unique needs of business owners, professionals, and retirees.

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