Legacy Financial Advisors

Sequoia Financial Planners, based in Beachwood, OH, offers personalized financial planning and wealth management solutions tailored to meet the individual needs of their clients. With a network of offices across several states, they provide a comprehensive range of services, including family office services, asset management, and wealth planning. The firm is committed to guiding clients through all stages of financial decision-making, from starting out to retirement and beyond. Their team of experienced advisors emphasizes a hands-on approach, ensuring clients receive support and expertise every step of the way. Generated from the website

Objective Capital Management is the next generation independent boutique investment advisory and financial strategy firm partnering with individuals and families to provide wealth management services

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy