Sequoia Financial
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. Their holistic approach focuses on creating custom portfolios and offering fiduciary advice, ensuring that clients' best interests are prioritized in achieving financial security and confidence.
The firm specializes in a wide range of services including financial planning, retirement planning, investment management, and employee benefits consulting. Committed to transparency and collaboration, Sequoia Financial guides clients through comprehensive strategies tailored to meet their unique needs and goals.
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